Will Globalization Continue?

October 24, 2014

One way to get ahead of trends, in my opinion, is to take basic assumptions that everyone just knows are true and think about what the world would be like if, in fact, those assumptions turned out to be wrong. 

Since returning from the Goldman Sachs conference yesterday, I’ve been thinking about what was said there—as well as what wasn't so much said as assumed.

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As Economy Strengthens, No Cause for Doom and Gloom

October 23, 2014

Looking at the data over the past few days, it’s apparent that the economy continues to improve. Consumer comfort is rising, initial jobless claims are up a bit but remain at extremely low levels, job openings are at multiyear highs . . . the list goes on and on.

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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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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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