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Can This Last?

What a month! The Dow gained 725 points or 7.28% and the broader Russell 3000 index was up 7.78% for the month. We are breaking through very important psychological barriers that have not been breached since October and November of…

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What Investments Will We Make Next?

As I look back at the past four months of blog's, there is a recurring theme that is intermixed in our comments, "The foundation is forming but not yet complete!"This week brings more uncertainties with a splash or two of good…

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Markets at Crossroads

The stock market has had an impressive spring rally, responding to signs of an economy on the mend. Market volatility levels have returned to normal, or at least levels that have not been seen since back in September, before the…

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Realistic Expectations

Every quarter the stock market plays the "expectations game". Stock analysts (there a lot fewer these days) make estimates for corporate earnings and the company managers try to deliver earnings results that beat the analyst's "expectations". If company earnings are…

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Banks are Gradually Healing

Wells Fargo kicked off earnings season last week with a preannouncement shocker - a $3 billion profit, double what analysts had forecast. Details on credit quality and trends were lacking and bad loan reserve levels were smaller than expected. Earnings results…

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