EOT Update
EOT position update September 17, 2014
September 17, 2014 Market Snapshot It’s been smooth sailing for the S&P 500 lately. The US large cap index was down a bit last week after 5 straight weeks of gains. The feeling was that investors were waiting for today – Fed Day – before making any big moves in the market. After much speculation […]
EOT position update September 10, 2014
September 10, 2014 Market Snapshot The big story this week is Apple (AAPL). The tech giant unveiled its new iPhone… the iPhone 6. More on that in the position updates… Beyond Apple, the other piece of news that caught my attention was the shortfall of the nonfarm payroll data last week. The US economy created […]
EOT position update September 3, 2014
September 3, 2014 Market Snapshot I hope you had a great summer. It’s time for the kids to go back to school and for football season to add some drama to our lives. Because the recent stock market action has been anything but dramatic. For the most part, the S&P 500 has marched steadily higher […]
EOT position update August 27, 2014
August 27, 2014 Market Snapshot The S&P 500 closed above 2,000 for the first time ever on Tuesday. It’s an impressive milestone for the large cap index. But most people hardly even noticed… A recent Gallup poll showed that just 7% of Americans knew that the S&P 500 was up 30% last year. Given those […]
EOT position update August 20, 2014
August 20, 2014 Market Snapshot The Fed released the minutes from their July meeting today. And the market didn’t like what the Fed had to say. In short, the Fed is discussing the possibility of raising interest rates sooner than expected. Many see these minutes as the first time the Fed has moved away from […]
EOT position update August 13, 2014
August 13, 2014 Market Snapshot It has been another week filled with uncertainty… Uncertainty about geopolitical issues and escalating violence in Ukraine, Gaza, and Iraq… Uncertainty about global economic growth… And uncertainty about the strength of the five year old bull market in US stocks. Some of the uncertainty is justified. But some of it […]
EOT position update August 6, 2014
August 6, 2014 Market Snapshot Welcome to the dog days of summer. It’s the time of year when the action on Wall Street dwindles down to a trickle. We see it every year… droves of big players leave the concrete jungle for their beach house or mountain chateau. And anything can happen in these thinly […]
EOT position update July 30, 2014
July 30, 2014 Market Snapshot There has been lots of good news for stocks and the US economy this week. So far the 2nd quarter earnings season has delivered good results. At the end of last week, 78% of the companies in the S&P 500 that had reported beat analysts’ estimates. Today’s advanced 2nd quarter […]
EOT position update July 23, 2014
July 23, 2014 Market Snapshot Over the last few weeks, violence has erupted around the world. It’s horrible to see the death and destruction being caused by the fighting in Gaza and Ukraine. The commercial jet that was shot down over Ukraine is a senseless tragedy. The spotlight is now centered on these geopolitical events. […]
EOT position update July 9, 2014
July 9, 2014 Market Snapshot Stocks have enjoyed a nice move to the upside this year as the economy improves, interest rates remain low, corporate earnings are strong, and stock buybacks have expanded. Coming into this week, investor risk appetite hadn’t changed much over the last few months. Investors are positioning themselves for an upturn […]
