Category Archives : Equities / Investing

Emerging Markets Provide Clues

When the Federal Reserve started quantitative easing (QE) in 2009 and interest rates in the US fell to almost nothing, more than $4 trillion fled to the higher yielding emerging markets. This massive influx of cash provided the appearance of stability and growth. Governments relaxed, spending increased and prospects were good. Now that the Fed appears ready to […]


Earnings Update

The Q2 earnings cycle has been weak but slightly better than significantly lowered expectations. As of  Friday (7/26) about 22% of the S&P 500 reported and earnings growth has been +3.7% thanks in large part to the financial sector. However, revenues have declined -1%. A common theme in many of the reports has been “Sorry for the weakness but […]