The U.S. bull market still has legs
As the market hits new highs and the current bull market passes its five year anniversary, we are bombarded by the media with stories and commentary full of foreboding. While the bull market run has...
View ArticleChina is serious about economic reform
It was an interesting first quarter that, except for rising volatility, refused to follow the script. Bonds, which almost all the experts said to throw out on the curb, surprised everyone and beat...
View ArticleThe U.S. economy is stronger than you think
So far it appears that the “sell in May and go away” crowd got it wrong as the S&P 500 Index (SPX) climbed 2.1% in that month with positive momentum continuing into the early weeks of June.The...
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China’s reforms will reshape economy
The year seems to have gotten off on the wrong foot as the S&P 500 suffered a 3.1% decline for January.That old market adage “as goes January so goes the year” will likely add to investor...
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Keep an eye on US share valuations
Despite the record highs of stock prices in February, the investment landscape is starting to appear more uncertain.Analysts have been reducing earnings estimates for U.S. corporations at an...
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As markets get choppy, we like bonds and cash
Last month, we cautioned that despite the market’s normal period of seasonal strength, stocks might find it difficult to mount a sustained rally without at least a modest pullback.Indeed, stocks had a...
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