2021
The Fed Has Spoken, Is Anyone Listening?
March 19, 2021
Investors Envision a Reopened Economy
March 11, 2021
Investors Rebalance While Washington Dithers
February 26, 2021
Investors Remain Focused on the Relevant
February 12, 2021
The Retail Trade Scores a Rare Win on Wall Street
January 29, 2021
Investors Focus on Policy, Not Politics
January 8, 2021
2020
A Real Market Rally of Another Bubble?
December 10th, 2020
The End of Recession of Just a Pause?
September 25th, 2020
Perspective on a Post-Recession Stock Market
September 18th, 2020
Eye of the Storm or a New Bull Market?
June 9th, 2020
When Event Risk Becomes Economic Risk
March 9th, 2020
CJ Update – December 24th, 2020
December 2020
CJ Update – December 18th, 2020
December 2020
CJ Update – December 4th, 2020
December 2020
CJ Update – November 25th, 2020
November 2020
CJ Update – November 20th, 2020
November 2020
CJ Update – November 13th, 2020
November 2020
CJ Update – November 6th, 2020
November 2020
CJ Update – October 30th, 2020
October 2020
CJ Update – October 23rd, 2020
October 2020
CJ Update – October 9th, 2020
October 2020
CJ Update – October 2nd, 2020
October 2020
CJ Update – September 4th, 2020
September 2020
CJ Update – August 28th, 2020
August 2020
CJ Update – August 21st, 2020
August 2020
CJ Update – August 14th, 2020
August 2020
CJ Update – August 7th, 2020
August 2020
CJ Update – July 31st, 2020
July 2020
CJ Update – July 24th, 2020
July 2020
CJ Update – July 2nd, 2020
July 2020
CJ Update – June 26th, 2020
June 2020
CJ Update – June 19th, 2020
June 2020
CJ Update – June 5th, 2020
June 2020
CJ Update – May 29th, 2020
May 2020
CJ Update – May 22nd, 2020
May 2020
CJ Update – May 15th, 2020
May 2020
CJ Update – May 8th, 2020
May 2020
CJ Update – May 1st, 2020
May 2020
CJ Update – April 9th, 2020
April 2020
CJ Update – April 3rd, 2020
April 2020
CJ Update – March 27th, 2020
March 2020
CJ Update – March 20th, 2020
March 2020
CJ Update – March 12th, 2020
March 2020
2019
Then and Now. A Tale of Two Quarters
December 2019
The R Word
September 2019
Investors Bide Their Time While Others Trade the Headlines
June 2019
The Fed Successfully Fine Tunes the Economy
March 2019
2018
Can the US Expansion Float the Global Economy?
December 2018
Will the Economy Drive the Market Even Higher in 2019?
September 2018
It’s Time for Some Investors to Be Cautious, Not Bearish
June 2018
Checking the Box on the Long-Awaited Correction
March 2018
2017
Tax Reform and the Return of Irrational Exuberance
December 2017
The Market Shrugs Off Lots of News and Little Action
August 2017
Can Congress Deliver on What the Market is Promising?
June 2017
The Market Rides Higher Into a Less Than Certain Future
March 2017
2016
The Election Sets a New Course for the Economy
November 2016
Time for Investors to Adjust Expectations
March 2016
2015
Divergent Return Hint of Trouble for the Global Economy
August 2015
2014
The Bull Market That Keeps on Giving
December 2014 (pdf)
Dead Ahead: Correction or Bear Market?
September 2014 (pdf)
Say Hello to the Bad News Bull Market
September 2014 (pdf)
2013
Big Headlines, Little Action Coming From Washington
October 2013 (pdf)
The View From High on the Wall of Worry
June 2013 (pdf)
Predictions of Doom? The Stock Market Isn’t Listening
April 2013 (pdf)
2012
The Fiscal Cliff Lights a Fire in Washington
Post-Election 2012 (pdf)
A View From the Edge of the Fiscal Cliff
Election 2012 (pdf)
Draghi and Merkel Deliver the Goods in Europe
August 2012 (pdf)
Markets Heat up Along with the Weather
July 2012 (pdf)
Europe: A Good First Step
June 2012 (pdf)
Should You Be a Global Investor?
May 2012 (pdf)
Europe: Back to the Drawing Board
April 2012 (pdf)
First Quarter 2012
March 2012 (pdf)
Conservative Investors Caught in the Middle
February 2012 (pdf)
What a Difference a Day Makes
January 2012 (pdf)
2011
Fear Trade Hits the Pause Button for Global Investors in 2011
December 2011 (pdf)
Will Politics Rewrite the Global Growth Story?
September 2011 (pdf)
The Summer of Our Discontent: Doldrums or Disaster for the Markets?
June 2011 (pdf)
Wanted: Political Will for the Next Stage of Recovery
March 2011 (pdf)
2010
Change: Part 2 – The Electorate Strikes Back
December 2010 (pdf)
This is Not Your Average Economy
September 2010 (pdf)
Headlines Take The Market on a Wild Ride
June 2010 (pdf)
Recovery: A Double-Edged Sword for Bond Investors
March 2010 (pdf)
2009
The Message Behind This Bull Market
December 2009 (pdf)
Mixed Signals From Stock and Bond Markets
September 2009 (pdf)
Trader’s Rally or a New Bull Market?
June 2009 (pdf)
E-Update April 2009 (pdf)
2009: Year Two of the Great Recession
March 2009 (pdf)
2008
Four Recessions, One Big Downturn
December 2008 (pdf)
E-Update November 2008 (pdf)
E-Update October 2008 (pdf)
E-Update September 2008 (pdf)
The Treasury Refuels the Credit Markets to Steer Through Recession
September 2008 (pdf)
Beyond Sub-Prime: Resuscitating the US Economy
June 2008 (pdf)
Sub-Prime 3: It’s Payback Time for Banks and Brokers
March 2008(pdf)
2007
Sub-Prime Chapter Two: Rescuing the Credit Markets
December 2007 (pdf)
Could the Sub-Prime Meltdown Sink the Economy?
September 2007 (pdf)
China: Trading Partner or Co-Dependent?
June 2007 (pdf)
Liquidity: The Cause of…and Solution for Imbalances
March 2007 (pdf)
2006
Bigger and Better: The Old Economy Version 2.0
January 2006 (pdf)
The Fed’s Cure for Inflation Requires a Balancing Act by Investors
September 2006 (pdf)
The New Fed Chair and the Markets: A Short Honeymoon Comes to an End
June 2006 (pdf)
Old School Techniques for New School Investing
March 2006 (pdf)
