Weekly Update – 7/31/2015
July 31, 2015
Economic data this week tells the Fed to take it slow.
Weekly Update – 7/24/2015
July 28, 2015
Earnings matter, reacting to expectations in the short-run and creating value in the long-run.
Weekly Update – 7/17/2015
July 21, 2015
Summer is hot and so is housing in the US.
Q3 Outlook 2015 – Investors want certainty when it is hard to find
July 14, 2015
Market sentiment turned very sour as we exited the second quarter and this sentiment
persisted through early July
Weekly Update – 7/10/2015
July 13, 2015
This week leaves the question open of whether the tide has turned.
Weekly Update – 7/3/2015
July 07, 2015
Who sets off bigger fireworks this weekend, the Americans or the Greeks?