| Year |
Month |
Title |
| 2012 |
February |
Expectations & Earnings |
| 2012 |
January |
Recent Good News |
|
|
| 2011 |
December |
2012 |
| 2011 |
November |
Making Sense of the Current Market Environment |
| 2011 |
October |
Rollercoaster |
| 2011 |
September |
Politics and Reality |
| 2011 |
August |
Politics, Earnings, and Confidence |
| 2011 |
July |
Politics and Earnings |
| 2011 |
June |
Soft Patch |
| 2011 |
May |
Fed Remains Accommodative and Energy Prices Decline |
| 2011 |
April |
Good Earnings Reports |
| 2011 |
March |
Focus on Earnings |
| 2011 |
February |
Commodity Prices and Inflation |
| 2011 |
January |
Sustainable Rally |
|
|
| 2010 |
December |
Interest Rates Rise on Higher Economic Growth |
| 2010 |
November |
Possibly better than most currently expect |
| 2010 |
October |
Corporate Earnings Rebound |
| 2010 |
September |
Still Bullish – Still Cautious |
| 2010 |
August |
Irrational Exuberance for Bonds |
| 2010 |
July |
China Supporting Global Growth |
| 2010 |
June |
Response from Europe and China |
| 2010 |
May |
Trouble from Europe and China |
| 2010 |
April |
Stronger than Expected Corporate Earnings |
| 2010 |
March |
The U.S. Consumer Carries On, Businesses Expected to Follow |
| 2010 |
February |
Federal Reserve begins “exit plan” as conditions improve in the U.S. |
| 2010 |
January |
Corporate Earnings Should Overcome Rising Interest Rates and Strengthening Dollar |
|
|
| 2009 |
December |
Sustainable Recovery |
| 2009 |
November |
Scarcity, the U.S. Dollar, and Gold |
| 2009 |
October |
Weak U.S. Dollar Helping Recovery |
| 2009 |
September |
Economic Improvement Continues |
| 2009 |
August |
Expectedly Mixed, Stimulus Helping |
| 2009 |
July |
Looking for 3 out of 4 |
| 2009 |
June |
Rising Rates Reflect Recovery |
| 2009 |
May |
Forecasting Future Prices |
| 2009 |
April |
Less Bad |
| 2009 |
March |
Inflection Point in Oil |
| 2009 |
February |
Some Positive Housing News |
| 2009 |
January |
Monetary Velocity is Key |
|
|
| 2008 |
December |
Lower Rates are Very Positive |
| 2008 |
November |
Credit Crunch Thawing |
