Category Archives: Market Commentary
Welcome to Japan Or Is It Spain? Ok, I Will Settle For Japain!
At a recent investment conference, I was told that the end of the world was upon us and we were about to sail over the fiscal cliff. Nonsense, I just don’t believe that Armageddon is on our doorstep. So …
Dr. Strangelove Economy
Here we are entering the final quarter of 2011 and nothing really makes sense. Fundamental investors are throwing in the towel as Hedge Funds and Day Traders play “Risk On, Risk Off” with the markets. Like the 1960’s black comedy …
This is your Captain Speaking – Please Fasten Your Seatbelts – As We See Some Turbulence Up Ahead
We were actually starting to believe that the economy was beginning to stabilize and that we could begin to apply more traditional allocations to asset classes. As often is the case, just wait a moment and, like the New …
Debt Ceiling Crisis Update
HT Partners Investment Policy Committee Positioning The recent developments in Washington are forcing many to wonder if our political system is broken. Many are wondering whether or not we are about to enter a new phase of the debt ceiling …
The Clear & Present Capital Allocation Problem
As we enter the second half of 2011, we continue to see the residual effects of a government that has overreached its mandate by failing to address the root causes of the 2008 financial debacle. The Obama Administration has subsequently …
This Could Be Heaven or This Could Be Hell!
Who is afraid of the Fiscal Cliff? The Euro Zone? The Middle East Strife? Remember the stock market is on a comeback and up over 15% for the year! The S&P 500 index is essentially flat since January 2000. We’re …
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