Thought I’d share with you my entry this morning to our internal market log: 4/6/18 Friday Upon leaving the office the afternoon of the

Well, like I said yesterday, we do video commentaries during unusually rough days for the market. While the night’s still young, it looks as

The ISM Non-Mfg (Services) Survey — a highly regarded indicator of economic prospects — came in on balance strong for March. Which is consistent

As you readers should absolutely expect (and, at this point, be unrattled by) — based on the headlines of the past 18 hours or

Had a technical difficulty with this morning’s promised video commentary. In that we tend to produce those during major down moves, we’ve decided to

As managers of what we’ll label long-term (retirement, generational wealth, institutional, etc.) portfolios, it’s general conditions and the long-term setup that we’re ultimately concerned with. That said, in

The Dow’s down 670 points as I type. Ironically, exactly one week ago the Dow closed up 670 points. While you might think it’s

This morning’s selloff in stocks isn’t about the economy, per the following results from two key manufacturing surveys just released. Ironically, however, the Manufacturing

We view the Institute for Supply Management’s monthly manufacturing and service sector surveys as very important inputs to our macro model.  As we suggested

In last Sunday’s “Headline of the Day” we suggested that the market would warmly greet Secretary Mnuchin’s comments that he was hopeful that the