Consumer Discretionary

Rotations Afoot?

December 13, 2017

It started early last week, and the trend continued on Monday. An abrupt sell-off in market-leading Technology stocks coincided with meaningful gains in the Financials and [...]

Revenue Becomes King

August 19, 2015

With second-quarter earnings season nearly in the books, the S&P 500 has produced very modest returns so far this year. The index is up about 2% year-to-date (not [...]

A Look Back on 2012

December 20, 2012

In this week’s Market Commentary, I thought I would review the performance of the market in 2012 by industry sector and see if we can draw any conclusions from this data. [...]