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Managing Expectations Down

This week’s initial peek at the March economic profile for the US via Markit’s survey data for manufacturing delivered upbeat news, which takes …

Fed Lowers Interest Rate Target For 2016 But Now Is Ready To Start Raising Rates In 2015

We have updated our projected Federal Reserve timeline based upon outakes from the last Federal Reserve Open Market Committee meeting earlier this month. …

Use and Misuse of the Fed’s Dots

  The dramatic reaction to last week's FOMC meeting, which may still not be complete, was driven largely by the Summary of Economic …

US REITs Retain Their Lead As Commodities Trend Lower ETF Performance Review: Major Asset Classes

US Real estate investment trusts (REITs) are still firmly in the lead among the major asset classes for the trailing one-year period. The …

5 Graphs To Watch In 2015: Second Update

At the end of last year, I highlighted 5 graphs to watch in 2015. Now that we have all of the February reports, …

Expect More Uncertainty Related To Fed

Fed Speaker Leaves Many Doors Open In a speech Monday to the Economic Club of New York, Federal Reserve Vice Chairman Stanley Fisher …

US Manufacturing Activity Perks Up In March

The case for expecting trouble for the US economy looks a bit weaker in light of today’s update on manufacturing activity in March. …

Corporate Profit Margins And Investor Consequences

Yesterday, I discussed the valuation report issued by the Office of Financial Research which contained several important statements about the risk to investors …

A “Sheer Misery” Market Defined

I was recently named Chief Investment Officer at Sowell Management Services, a registered investment advisor that is responsible for about $500 million of …

First, Do No Harm

It’s only natural that investors have a preference for focusing on the positive. Everyone wants to earn higher returns and excel in all …

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