Market Commentary

Multiple Puts

May 23, 2019

The stock market’s strong rebound from Monday’s thumping shows, once again, that there is a sizeable queue of investors waiting to take advantage of any [...]

Has Construction Peaked?

May 15, 2019

On March 1st, we received word from the US Census Bureau that construction spending decreased 0.9% in March compared to February. Although this was only the first sequential [...]

Onward and Upward!

May 9, 2019

Stocks continue to grind higher with the major market indices finally eclipsing previous records set back in September, 2018. There could be several factors contributing to [...]

Patience Is a Virtue

March 27, 2019

Throughout 2018, we maintained that the rising interest-rate regime was THE most important factor influencing the investment landscape. However, the Federal Reserve shifted [...]

Red Ink

March 14, 2019

The Treasury Department reported yesterday that the federal budget deficit increased 77% through the first four months of the new fiscal year (October through January) to [...]

Ok IS Ok!

March 7, 2019

Peering through the trees of short-term noise to better see the forest of long-term economic trends and market conditions is the constant charge of every investor. The [...]