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April 10, 2012
The first quarter of 2012 demonstrated that the market truly cares more about economic fundamentals and earnings than just about anything else. In spite of the media’s attempt to spoon-feed consumers its best-selling commodity (sensationalism), the market instead focused on our sobering economic...
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January 5, 2012
Once again the stock market proved totally unpredictable in the fourth quarter of 2011 delivering impressive returns in the face of continued economic and political headwinds. U.S. companies across the board produced double-digit gains, much to the dismay of investors who might have given up on...
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October 6, 2011
Equity investors took a beating in the 3rd quarter of 2011 as stocks logged their worst drop in 2 ½ years. This was primarily due to a loss of confidence in world leaders’ abilities to deliver effective solutions to domestic and international challenges. With almost no bullets left in its...
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August 11, 2011
The stock market finally took a pause to refresh during the second quarter of 2011 after two years of scorching returns. We are now eight full quarters into a less than impressive recovery from the Great Recession which ended in June, 2009. Last quarter’s pause was certainly due in large part to...
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April 8, 2011
Stocks and oil both soared in the first quarter of 2011, although for much different reasons. Investors bid up U.S. companies’ share prices as evidence of the economic recovery continued via increased corporate earnings, employment and other signs of improved economic activity. We are now almost...
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January 10, 2011
The fourth quarter was defined by two big political events. First, the long-awaited November elections saw a shift in power. Republicans (with a push from the TEA Party) took control of the House of Representatives, while the Democrats held onto the Senate. Second, on December 23, Congress passed...