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Daily State Of The Markets: Is It Time To Worry About Growth In The U.S.?

In what is being dubbed as the worst start to a new year in ages, oil, Russia, and Greece are capturing most of …

Market Sell Off: Is It Time To Panic?

This week Wall Street Traders are all back from their holiday vacations and setting the tone for the market. In the first few …

Daily State Of The Markets: Greece Again? Say It Ain’t So!

So far at least, the New Year has been anything but happy for stock market investors. In short, traders have ignored the traditional …

Risk Premia Forecasts: 6 January 2015

The expected risk premium for the Global Market Index (GMI) continued to trend lower through December. GMI — an unmanaged, market-value weighted mix …

ADP Employment Report: December 2014 Preview

Private non-farm payrolls in the US are projected to increase by 213,000 (seasonally adjusted) in tomorrow’s December update of the ADP Employment Report, …

Marking My 2014 Forecast To Market: I Plead The Polar Vortex

In my forecast for 2014 one year ago, I called for continued growth, but “A year of deceleration”: In conclusion, unless we expect …

Can Stocks Get Over The Hump This Time?

Stocks Have Stalled In This Area Previously The recent push off the Fed meeting low has brought equities back to a familiar area. …

Daily State Of The Markets: A Year Of Underperformance – The Horror!

And so it goes. Now that the bull market is nearly six years old and has produced gains of more than 200 percent …

Osterweis Capital Management: An Update On The Energy Sector

Osterweis Capital Management provides an update on the energy sector. As 2014 comes to a close, we want to provide an update on …

Daily State Of The Markets: Everything Is Fixed Now, Right?

C’est la vie. Another dip in the stock market has been followed by another violent “V” bottom.

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