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Jun 21, 2013 | Categories: Market Commentary

May 2013 Market Overiew and Global Macro Recap

The US Federal Reserve played its merry games with the markets as it added supposed clarity around the “tapering” of its QE4ever program with the statement that it could reduce the buying level in the “next few meetings” – or it could reverse any cuts or actually increase their bond-buying…

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Apr 24, 2013 | Categories: Market Commentary

March 2013 Market Overview and Global Macro Recap

Market mood was complacently buoyant for most of March, until fundamentals hit the last day. It was a strange end to the quarter, when normally the bulls in an up market make one final push to mark the books in their favor. In the news, we all have heard more…

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Mar 28, 2013 | Categories: Market Commentary

February 2013 Market Overview & Global Macro Recap

The mood of the markets turned a bit on edge in February as January’s giddiness subsided. This is not to say that results soured – the S&P 500 continued its bull run, although on lighter volume. But apart from approaching the psychological milestones of the previous highs, the real economy…

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Jan 20, 2013 | Categories: Investment Analysis

Learning from the Crowd…

2013 is here and equity indices are in the midst of a phenomenal multi-year bull run with the Dow Jones Industrial Average on the verge of testing all time highs. If we choose to believe the media, the economy has turned the corner, housing has bottomed, employment is improving, the…

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