Mike’s Weekly Commentary

  • April 17, 2018

    The US Economy – Looks Pretty Good! Both the manufacturing and non-manufacturing indexes remain well above the 50 mark, meaning business conditions are improving. And the manufacturing reading reported the largest...

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  • April 11, 2018

    Market Outlook - Key Points Most of the news over the past several weeks has dwelled on trade tariffs, Facebook’s perceived miss-handling of user data that contributed to Russian election meddling,...

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  • April 4, 2018

    Key Points Over the last two months we have experienced increased market volatility. This is a normal The abnormal period was the preceding 15 months since the November 2016...

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  • March 27, 2018

    MARKET COMMENTARY Global Markets went into a tail spin last week partially attributable to announced trade sanctions and punitive 25% tariffs against China. However, the U.S. also announced that it...

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  • March 21, 2018

    March Madness! Recently, we’ve seen negative market reactions to the announcement of steel and aluminum tariffs by President Trump, the resignation of National Economics Council head Gary Cohn, and the...

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  • March 14, 2018

    The Market Last Friday, the nine-year anniversary of the bull market was boosted by an employment report showing a much larger than expected 313,000 jobs were added to payrolls in...

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  • February 27, 2018

    Economic and Market Outlook Surging leading economic indicators, coupled with fiscal policy, suggests a higher and longer trajectory for economic growth. But accompanying higher inflation and tighter financial conditions point...

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  • February 20, 2018

    Market Perspective Is the decline in stocks over? S&P 500 is up 2.5% year to date but down from the late January high. It is still too early to tell what...

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  • January 30, 2018

    U.S. Economy In addition to strong (corporate) earnings, the uptick in U.S. economic growth supports a continuation of the bull market. In short, we don’t see any sign of a recession...

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  • January 22, 2018

    New Tax Law 1. Impact on Individuals ·        Most (although not all) taxpayers will owe less Federal Income Tax. Worker paychecks will be adjusting in February, which means that nearly every American...

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