Well, if we live through today, September didn’t deliver September. I mean, September is notorious for its abysmal historical stock market performance, and this

Not being from Great Britain, I can’t really say whether I would have voted for Brexit. I will say this, I love freedom, and

One of our chief complaints/concerns over the past couple of years has been an historic lack of capex  spending (investing on the part of

While we forever remind you that we (here at PWA) — on behalf of our clients — are investors, as opposed to traders, in our

Back on September 7th we pondered herein the positive year-to-date correlation between gold and stocks: “So what gives? Why is gold rising while stocks

One step closer to a win for U.S. solar manufacturers, one step closer to a loss for U.S. consumers, and, ironically, the industry itself:

One of our favorite under-the-radar global economic indicators is Caterpillar’s global sales. Cat’s global sway, and the cyclical nature of its business, makes its

As we’ve been reporting herein, the macro economic setup supports the notion that the present bull market has more to run. In the spirit

In this week’s message we’re going to jump around a bit. For starters, I received inquiries pre and post yesterday’s Fed announcement. Here was

The following essentially serves as a good example of market myopia. I.e., how short-term trading can shake up stock prices and, alas, have an