The U.S. Is Still the Center of the World

October 22, 2014

I am currently attending a Goldman Sachs conference, and I was struck by one key point made by the agenda: The U.S. is still the center of the world.

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IBM’s Woes Highlight a Major Risk to the Market

October 21, 2014

And he woke up, and it was all a dream.

With a six-year-old son, I admit I’ve been forced to end stories in that way on more than one occasion, when I get stuck and run out of ideas (or energy). Looking at the market today, though, the events of last week have certainly taken on a dreamlike quality. What just happened?

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Where Is the Market Going Next?

October 20, 2014

We’ve seen a market downdraft, a bounce back up, and now . . . what next? This is the big question everyone’s asking.

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U.S. Is Prepared to Weather Market Storms

October 17, 2014

Over the past couple of days, I’ve said again and again that the U.S. is in good shape economically, and that the problems rattling the markets are coming from elsewhere in the world. Today, let’s take a closer look at where we stand, and why I think we're well positioned to ride out any market turmoil.

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Is a Market Blizzard Coming?

October 16, 2014

Once again, the winds of market turbulence are starting to blow. Once again, barometers (and stock prices) are dropping. Once again, we wonder why we ever thought it was a good idea to invest in stocks.

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What Falling Oil Prices Mean for the U.S. Economy

October 15, 2014

Apart from the stock market—and we got a break on that front yesterday—the big story lately has been falling oil prices.

Not to minimize the market’s losses, but from a long-term perspective, the oil price decline over the past month is the more important story by far, both for the U.S. economy and for the world.

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Are We Seeing a Market Correction? Not Yet

October 14, 2014

Yesterday was another bad one. The market is now below its 200-day moving average, and the selling toward the end of the day wasn't a good sign.

It’s time to think through what this "correction" might mean.

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Certain sections of this commentary contain forward-looking statements that are based on our reasonable expectations, estimates, projections, and assumptions. Forward-looking statements are not guarantees of future performance and involve certain risks and uncertainties, which are difficult to predict. Past performance is not indicative of future results. Diversification does not assure a profit or protect against loss in declining markets. All indices are unmanaged and investors cannot invest directly into an index.


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