Commentary
The following commentaries presents topics relevant to current and projected market conditions, various investment styles and potential performance.
Massive Changes, January 5, 2022
A Mid-Summer Nightmare, August 1, 2022
The Connectivity Revolution, January 25, 2022
A Tale of Two Consequences, April 7, 2021
Year 2020 in Retrospect and Future Implications, January 8, 2021
The Clash of Competing Social Systems, October 5, 2020
Structure, Conduct and Performance in the U.S. Economy, July 9, 2020
Covid-19 and U.S. Economy, April 9, 2020
The Trump Economy, January 11, 2020
Slow and Easy, October 10, 2019
Market in Confirmed Uptrend, July 11, 2019
U.S. Economy and The Federal Reserve, April 4, 2019
The U.S. Economy and Stock Market, January 5, 2019
Momentum Investing with Exchange Traded Funds – Recap & Update, October 8, 2018
Momentum Investing with Exchange Traded Funds, July 3, 2018
Price Earnings Ratios and Interest Rates, April 7, 2018
“…Exuberance”, January 5, 2018
The Improving U. S. Economy, October 9, 2017
Failure of Economics, July 10, 2017
Labor Productivity and GDP Growth, April 5, 2017
Exchange Traded Funds and Tactical Asset Allocation, January 5, 2017
Investing in a Slow Growth Economy – Part 2, October 5, 2016
Investing in a Slow Growth Economy, July 5, 2016
The U.S. Economy and Sectors, April 4, 2016
Capital Asset Pricing Model, January 5, 2016
Actively Passive, September 30, 2015
Historical Bull and Bear Markets, July 2, 2015
Keep It Simple, January 3, 2015
Oasis of Prosperity, October 3, 2014
Slow Slower Slowest, July 1, 2014
Models to Evaluate Lump Sum and Structured Settlements, January 19, 2014
The American Economy, April 11, 2013
The Fiscal Cliff, December 15, 2012
Election Implications, October 20, 2012
Capitalism as a Social Concept, September 10, 2012
Interest Rate Movement, August 11, 2012
Bonds and Interest Rates, July 11, 2012
Alternative Investments, May 2, 2012
China and the Global Economy, April 2, 2012
Getting off on the Right Foot in 2012, February 7, 2012
Year-End Assessment 2011, January 8, 2012
Conceptual Confluence 2, December 21, 2011
The Coming Post-Obama Renaissance, October 7, 2011
The New Normal, August 15, 2011
Mid-year Assessment, July 15, 2011
Leveraged ETF Compounding, June 17, 2011
ETF Implementation and Management, May 13, 2011
Momentum Revisited, April 15, 2011
Favorable Styles & Sectors, March 11, 2011
Prospects for 2011, February 08, 2011
Buy – Don’t Hold (Part 2), January 15, 2011
Buy – Don’t Hold (Part 1), December 17, 2010
The Economic Implications of the Midterms, November 12, 2010
ETNs as Alternatives to ETFs, October 9, 2010
A Diversified ETF Portfolio, August 6, 2010
Mid-Year Assessment, July 7, 2010
ETFs and Stop Orders, June 5, 2010
Historical Bull Markets, May 2, 2010
Tactical Asset Allocation, April 7, 2010
Market Perspective and Cash Preservation, March 2, 2010
Risk Return & Risk Management, February 2, 2010
2009 and the Prospects for 2010, January 4, 2010
The Energy Dilemma, December 3, 2009
ETF’s, Moving Averages & Risk Management, November 9, 2009