Mike’s Weekly Commentary

  • November 15, 2017

    Income Tax Bill Update Senate Republicans released an overview of their version of tax reform legislation and there are a number of key differences between their version and the bill under...

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  • November 7, 2017

    US Economic Outlook - Productivity is Back in Growth Mode GDP growth is the product of labor force and productivity growth.  Although the labor supply is tight, we are witnessing a...

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  • November 1, 2017

    Stock Market is not real SPOOKEY Key Points New records are being set by stocks on a continuing basis each month since the election. Investor sentiment measures are showing widespread optimism;...

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  • October 25, 2017

    Heads Up! During the last few days, the U.S. Congress took steps to move toward the passage of the very important tax reform legislation.  Its passage is a plus for the...

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  • October 9, 2017

    Stock Market Continues to Inch Higher The war of words between President Trump and North Korea’s Kim Jong Un continues; we have seen 4 back-to-back hurricanes: Harvey, Irma, Jose and Maria...

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  • August 30, 2017

    Key Drivers of the Stock Market Through the first seven months of 2017, 61% of the S&P 500’s double digit returns were driven by five companies: Facebook, Apple, Amazon, Netflix, and...

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  • August 15, 2017

    Stock Market Yes, this bull market will end eventually, but the following factors continue to be primary drivers of the stock market. S. corporate earnings and revenue growth continue to be...

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  • August 2, 2017

    U.S. Stock Market Many investors use the Dow Jones Industrial Average (DJIA) as a barometer of the U.S. Stock market.   The DJIA stood at 18,000 the day before the Presidential election...

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  • July 10, 2017

    Market & US Economy Trends Stocks have been drifting along near record highs and background conditions remain relatively positive in the near term. However, investors should not be surprised if...

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  • June 7, 2017

    Market Commentary If your investments are properly diversified across multiple asset classes they should be performing well year to date. Major asset classes including, domestic and foreign equities have achieved sizable...

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