Our Insight 2017-03-20T15:58:39+00:00

Our Insight

& Strategic Views

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2014 4th Quarter Commentary

Overview
This has been quite an eventful year, both internationally and domestically.  Internationally we have seen increasing unrest in Hong Kong, Russian military antagonism, Middle Eastern unrest and an African pandemic that threatened the world. Domestically we had a significant shift in the political climate with a Republican takeover of the Senate. The more things change, the more they stay the same.

Economy
GDP surged to finish the year and we saw real improvement in the jobs market. [...]

January 20th, 2015|Documents and Literature, Insight, News & Press|

2014 3rd Quarter Commentary

Overview
The economic and world news for this quarter has been intense.  Developments in Iraq and Syria with renewed calls for military intervention have dominated headlines.  The stalemate between Russia and the Ukraine continues while in Africa, a deadly outbreak of the Ebola virus has gripped the world’s attention.  Most recently, Hong Kong has called for more autonomy from China through peaceful demonstrations.  Economically we had a strong reversal in GDP (more below) and of course [...]

October 20th, 2014|Documents and Literature, Insight|

2014 2nd Quarter Commentary

Overview
At the halfway point for the year, the markets have continued to surprise investors.  Below are our thoughts on the events of the past three months as well as what we see for the second half of this year.

Economy
In what seems to be becoming a pattern, our economy has managed to make forecasters and economists look foolish.  During the last full week of June we received the third quarterly revision for Q1 GDP.  Economists were [...]

July 16th, 2014|Insight, News & Press|

2014 1st Quarter Commentary

Overview
With the first quarter of 2014 in the books, we were pleased with the outcome of both the stock and bond markets.  After a fantastic 2013 and a rocky start to 2014, the quarter closed out on a largely positive note.  Below are our thoughts on the events of the past three months as well as where we believe we are heading.

Economy
While much of the recent data has been weak, we are optimistic that the [...]

April 16th, 2014|Insight, News & Press|

2013 4th Quarter Commentary

Overview
This year was characterized by political unknowns, but few economic surprises. We began the year concerned about negative outcomes from budget fights and the impact of the sequester that went into effect during the first quarter. We then moved our attention to the comments from the Federal Reserve in regards to whether it would continue its bond buying program known as “Quantitative Easing.” We ended the year with a government shutdown and the implementation difficulties [...]

January 16th, 2014|Insight, News & Press|

2013 3rd Quarter Commentary

Overview
Over the last three months we have transitioned through concerns of when the Federal Reserve would begin tapering its monthly bond purchases to dealing with political battles on Capitol Hill about spending, the debt ceiling, and The Affordable Care Act. We have seen this movie before but each time it seems to have a new twist. As we write this letter, the government has “shut down” because the House and Senate will not agree on [...]

October 11th, 2013|Insight, News & Press|

2013 2nd Quarter Commentary

Overview

The optimism from the first quarter was sustained into the second but interestingly, volatility has also increased on the back of a rising market and stronger economic data. What would cause this volatility? The financial media is hyper-focused on the next move of the Federal Reserve.  Measuring the pulse of Ben Bernanke and making short term market calls has become a full time occupation for many. These days we hear a lot of chatter about [...]

July 11th, 2013|Insight, News & Press|