2016: Not the Start Expected
The SP 500 fell 2.5% today, and is down 5% in the last week. With the SP 500 down about 7.5% YTD already, needless to say, this wasn’t the start expected to 2016. At a Chicago CFA Society luncheon today, … Continued
Brazil (EWZ)
Sector Investing: Why it Matters for Clients and for 2016 Market Prospects
Within the SP 500 there are 10 sectors that comprise the key benchmark, and it remains my preferred way of dissecting the market for clients, and giving clients an orderly structure or framework to think about the giant morass that … Continued
Why the Last Two Weeks of December ’15 Matter
Yesterday, on this blog, we articulated the bullish case for stock prices for 2016 (here), referencing and linking to some of my favorite sources. One of the mistakes i learned from the late 1990’s and 2007 was NOT giving freight … Continued