Why We’re Still Bullish on Gold

2013-04-17T00:53:53+00:00April 17, 2013|Market Commentary|

This past week has been a good reminder of how volatile precious metals can be.  For that very reason, I choose not to buy and sell based on the 200-day EMA like I do with equity investments.  When the precious metals market rebounds, it can shoot up just as quickly as it came down, making it hard to follow a trend. I consider gold to be portfolio insurance, not an investment; I’m not interested in [...]

Market Commentary: May 2012

2012-05-02T23:26:43+00:00May 2, 2012|Market Commentary|

Despite a strong last week to the month, April marked the first loss for the S&P 500 since last November. The S&P 500 lost 0.75%, though it was down as much as 4% earlier in the month.  Recent economic data suggests that the U.S. economy may be slowing, and Spain has officially entered a recession as the troubles in Europe continue.  Defensive sectors were the top performers in April. The utilities sector (XLU) rose more [...]

Market Commentary: Week Ending 02-24-12

2012-02-27T22:06:14+00:00February 27, 2012|Market Commentary|

Global markets put in a mild week.  The news of the week was gas prices.  If you have not filled up lately, you’re in for a shocker.   This week also saw the beginning of our fearless leaders already blaming those darn speculators for driving up the cost of black gold. higher upon hearing I am constantly reading commentary from other advisors throughout the world.  The following commentary is from a colleague/friend of mine who [...]

Market Commentary: Week Ending 02-17-12

2012-02-20T18:37:35+00:00February 20, 2012|Market Commentary|

Global markets were jostled around and settle into gains for the week. The driver this past week was the same as it has been in the past few weeks, and that is the ongoing hope/rumors that Europe is getting its arms around the most immediate problem child - Greece. Recall that not too many days ago it appeared that all the ills in Europe had been pushed down that road with the Greek politicians’ approval [...]

Market Commentary: Week Ending 02-03-12

2012-02-06T16:50:55+00:00February 6, 2012|Market Commentary|

The Global stock markets fared well for the week and were finished off with a non-farms payroll report on Friday that was, frankly, unbelievable – literally, unbelievable. Many economists do not rely too much on the Bureau of Labor statistics (BLS) data for a plethora of reasons such as: BLS is a government entity and therefore susceptible to politics BLS does not cull the data in real time with tax receipts information which is available [...]

Market Commentary: Week Ending 01-27-12

2012-02-03T15:06:52+00:00February 3, 2012|Market Commentary|

The big news this past week was the Fed’s statement on Wednesday that they would maintain “exceptionally low rates through at least late 2014.” In layman’s terms, this means the Fed will be printing money to purchase treasury bonds to keep interest rates down.  Keep in mind that interest rates are not supposed to be naturally this low.  Interest rates, if left unmanaged by the Fed, would find a balance in the market place based [...]

Market Commentary: Week Ending 01-13-12

2012-01-18T22:22:24+00:00January 18, 2012|Market Commentary|

While the markets were up for the week, we saw the return of Europe in the crosshairs of the rating agencies as many countries received downgrades after the markets closed Friday.  Of equally high concern is the rapidly deteriorating situation with Iran.  It appears that something bad is brewing there.  Consider that a second aircraft carrier has moved into the gulf region, U.S. generals are visiting Israel, sanctioning of the Iranian central bank has impacted [...]

Current Environment – CWM Investment Outlook for 2012

2012-01-08T15:44:55+00:00January 8, 2012|Blog, Investments|

I have my suspicions that the New Year is going to bring some interesting dynamics to the stock market.  I’ve attempted to address the Current Environment that we are in by discussing where we’ve been historically, why I continue to maintain a large cash position in my clients’ portfolios, and where I think we’re headed in 2012. payday loans online ontario In my mind, 2008 drew a line in the sand.  Everything before that – [...]

Market Commentary: Week Ending 11-04-11

2011-11-07T18:08:52+00:00November 7, 2011|Market Commentary|

What makes the money world go around? Confidence and trust makes the money world go around.  The market tension, and eventual rout in 2007-2008, had very much to do with a breakdown in confidence and trust.  The global banking system is dependent upon banks working with one another.  This cooperation between banks is one way banks remain liquid and able to meet obligations.  When these big firms start looking at each other with suspicion, liquidity [...]

Market Commentary: 10-14-2011

2011-10-15T12:49:35+00:00October 15, 2011|Market Commentary|

We saw a major jump in the markets this past week.  The two big stories were the start of earnings season, and Europe.  In earnings news, Alcoa and JP Morgan Chase both disappointed.  However, Google reported far better-than-expected as a result of increasing demand for its search engine platform.  Stocks also rose on positive news out of Europe for a change.  However, the big question is whether progress is actually being made in Europe, or [...]

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