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Library » April 2011 Update

April 01, 2011 | Market Commentary

Contributing Factors to First Quarter Market Movements There are two types of factors that move the financial markets: endogenous factors, those that develop from within, that can be modeled, and to a certain extent that can be forecasted and exogenous factors, those that develop from …

Library » January 2011 Update

January 01, 2011 | Market Commentary

Initial Impacts of QE2 The financial markets are full of pithy sayings. Some, like “buy low, sell high” and “more buyers than sellers” sound insightful, but ultimately tell you nothing. Others, such as “every cycle is different” and “bulls make money, bears make money, and pigs get stuck,” aren’ …

Library » October 2010 Update

September 01, 2010 | Market Commentary

Relatively Speaking, A Benign Forecast Everything in life is relative. One can compare mundane things like the days of the week; Mondays tend to be worse than Fridays, not because the workload is different, but because the former means the weekend is over, while the latter means the weekend is …

Library » July 2010 Update

July 01, 2010 | Market Commentary

A Greek Tragedy Recent headlines notwithstanding, the list of positive contributions that can be traced back to Greece is rather impressive. Ancient Greece is often referred to as the “Cradle of Western Civilization.” It was the birthplace of democracy, the predominate form of government in the …

Library » April 2010 Update

April 01, 2010 | Market Commentary

The Four C’s of Evaluating Markets If you were to stop a man on the street, show him a diamond, and then ask him what he thinks the diamond is worth, his guess would likely be based upon the size of the diamond. The size, measured in carats, is definitely important; the bigger the diamond, the …

Library » January 2010 Update

January 01, 2010 | Market Commentary

Evidence of Improvements On December 21, 2009, The Wall Street Journal stated the “U.S. stock performance is on track for what likely will be the worst decade in nearly 200 years of recorded stock-market history”. One would think that after ten years of dismal performance a noticeable pall would …


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