All Eyes on 2017 Earnings Now

Readers will kept abreast of sector changes and such over the next 6 weeks of the quarter, but really all eyes should be on 2017 SP 500 earnings estimates and the potential impact from not just personal tax rate reductions, … Continued

The Unrelenting, Unforgiving, Treasury Trade

“Sometimes it is good to have reminders of the mistakes you’ve made.” Brian Bosworth, “The Boz”, ESPN’s 30-for-30 —————————————————————————————— If there is one trade that I haven’t done a good job for clients with off the ’09 low, it has … Continued

Are Treasuries Poised for a Breakdown ?

After last Wednesday’s Federal Reserve (FOMC) announcement, the aspect that most impressed me about Janet Yellen’s comments was how “dovish” her commentary was, revising down GDP estimates, making moderate comments about inflation and growth, and in general sounding quite “bond … Continued