SET Monthly Issues
SET Monthly Issue June 2014
June 2014 IRAQ, OIL, AND THE GLOBAL ECONOMY June began with a sense of calm and quiet optimism. Stocks were on the upswing as the S&P 500 hit a new all-time high of 1,955 on June 9th. Investor sentiment was becoming more bullish. The AAII Investor Sentiment Survey showed bullish sentiment reaching its highest point […]
SET Monthly Issue May 2014
May 2014 THE THEORY OF RELATIVE INTEREST RATES Former Chairman of the Federal Reserve, Ben Bernanke, has been making waves in the financial industry over the last few weeks. He’s been hosting private dinners with Wall Street elite. It costs $250,000 to get a chair at one of these events. So, I haven’t been myself. […]
SET Monthly Issue April 2014
April 2014 VALUE HAS MOMENTUM So far 2014 is shaping up to be very different than 2013. In fact, the sectors that led the market rally last year are turning out to be this year’s biggest losers. Let’s take a closer look at a few of the reasons behind the recent changes… and how we […]
SET Monthly Issue March 2014
March 2014 PLAYING RUSSIAN ROULETTE Tensions are running high as Russian troops remain in control of the Crimea region of Ukraine. Russian President Putin hasn’t given any indication he’s going to back down. Now there’s the very real possibility of UN and US sanctions against the former Super Power. There’s no doubt about it, these […]
SET Monthly Issue February 2014
February 2014 THE ECONOMY’S DOING BETTER THAN YOU THINK IT IS I’m sure you’ve noticed that some of the economic data hasn’t been as good as expected. In fact, the correction in January can be attributed at least in part to weaker retail sales and employment data. Some investors jumped to the conclusion that the […]
SET Monthly Issue January 2014
January 2014 THERE’S NOTHING TO FEAR After the last decade of dramatic ups and downs, the health of the world’s financial markets have been a central concern for investors. And for good reason… Simply put, there isn’t a good investment strategy when the financial system itself is unstable. It’s that perception of unfairness and uncertainty […]
SET Monthly Issue December 2013
December 2013 ‘TIS THE SEASON FOR A SANTA CLAUS RALLY Happy Holidays! It’s the time of year for last minute Christmas shopping, celebrating with family and friends, and setting goals for 2014. It’s also a great time of year for the stock market… The Santa Claus rally is about to begin. This period from around […]
SET Monthly Issue November 2013
November 2013 FED’S NEXT CHAIRWOMAN SENDS STOCKS ‘YELLEN’ HIGHER Janet Yellen is set to succeed Ben Bernanke as the next Chairman of the Federal Reserve. Her discussion with the Senate last week as she seeks to advance her confirmation sent stocks to new highs. The S&P 500 closed at an all-time high of 1,798 on […]
SET Monthly Issue October 2013
October 2013 DON’T ‘SHUTDOWN’ – THE BULL MARKET IS GOING STRONG A lot has been made of the government shutdown and looming debt ceiling lately. The two are often tied together but they’re really completely separate issues. The government shutdown is a headwind for the economy. But it’s not the end of the world. After […]
SET Monthly Issue September 2013
September 2013 FORGET ABOUT THE ‘TAPER’ AND GET ONBOARD WITH GLOBAL GROWTH US stocks weathered a rough August and are on the upswing once again… The S&P 500 reached an all-time high of 1,709 on August 2nd. Then over the rest of the month, it shed 4.5%. But since the calendar flipped to September, the […]
