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  • Near-Term Outlook

    There are three key scheduled events between now and the end of the year.  In chronological order, this weekend G20 meeting is first.&n...

  • Greenback is Softer but the Market may be Getting Ahead of Itself

    Overview:  Global equities paid no mind to the losses seen in the US before the weekend.  After falling for three weeks, Asia...

  • Powell and Draghi, Xi and Trump

    The investment climate will be shaped by three events next week.  ECB President Draghi’s testimony before the European Parliament...

  • Dollar: Range-Bound or Trending?

    The US dollar had a good week, appreciating against all the major currencies but the Swiss franc, and most emerging market currencies, with ...

  • Friday

    Overview:  The US dollar is firmer against most of the major currencies.  Japanese and Indian markets were closed for holiday...

  • Cool Video: CNBC Squawk Box

    I was part of the “Trading Block” on CNBC earlier today.  The sharp fall in stocks and oil would have led many, like Joe, t...

  • A Semblance of Stability Returns

    Overview: Yesterday’s frenzy has burnt itself out for the moment.  Equities began recovering in Asia after early losses.&nbs...

  • Why We Sold Apple Stock

    Our firm bought Apple shares for clients’ portfolios in 2013, and we are used to being a contrarian voice when it comes to the stock (read...

  • Equity Slide Continues

    Overview:  Yesterday’s 3% drop in the NASDAQ is setting the tone for today.  The US stock market advance had been led b...

  • Does Monday’s Calm mean a Storm is Around the Corner?

    Overview: There is an uneasy calm in the global capital markets.  Investors are digesting the weekend news, which includes the failure ...

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