Remember back when the Fed started creating money like mad and sending it by the billions to the banks, in return for their holdings in

It’s our intent here at PWA, and the primary purpose of this blog, to (between portfolio review meetings) keep our clients abreast of the

While we strive to maintain our focus herein on all things market and economic, every now and again we’ll risk touching subscribers’/clients’ nerves on

I’d say that the most commonly uttered client question in review meetings of late has been, words to the effect, “How can the market

Not to beat a dead horse, but, to add to our Monday message on input costs, here’s the latest look at the Producer Price

As we’ve hinted a number of times herein, we presently like financials. The one thing that bothers me, however, is that Wall Street does

Hedge fund legend Julian Robertson fears a forming bubble in the stock market: “The market as a whole is quite high on a historical

Bespoke Investment Group’s morning message spoke to why we remain bullish on European equities. Employment in Eurozone has grown as fast or faster than

We think the monthly NFIB small business survey is important to pay attention to. Here’s why (optimism reading and past recessions [red shaded areas]):

Worried about the state of the U.S. labor market? Don’t be. Here’s Bloomberg’s comments on this morning’s release of the Job Openings and Labor