Market Updates

Duck Hunting and Politics

Last weekend I had the opportunity to pursue one of my passions, duck hunting. It looked like the perfect day -- overcast, low cloud cover, cool and potential for rain.  (Duck hunting is best when the weather’s not good for other activities.) Despite the perfect conditions, ducks were flying in t[...]

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Too Much Capacity

Over the weekend, I spent some time cleaning the garage. We use a storage site nearby and I was moving summer equipment to make room for winter equipment. While there, I noticed that the storage site is constructing 120 new units. I ran into the owner of the facility as I was unloading and asked him[...]

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2016 Fourth Quarter Market Webcast

The 2016  Fourth Quarter Market Outlook is presented by Portfolio Managers, Joseph F. Hickey, CFA, and David G. Carroll, CFA. Joe begins the presentation by discussing slowing economic growth. He continues with by reviewing Central Bank Policies and the impact of the low interest rate. Dave[...]

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Much Ado

About something! Perhaps the most important economic news release last week was that the federal budget deficit rose to $587 billion (the federal government’s fiscal year ends on September 30th). The U.S. Treasury Department indicated that the 34% increase is the first since 2011. One of the prima[...]

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Butterflies and Elections

Over the weekend, I watched a video with my son related to his science homework. It dispelled the myth that when a butterfly flaps its wings in one part of the world, it can create a tornado in another. While butterflies may not be able to impact weather patterns thousands of miles away, it got me t[...]

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The Debate

Monday night we had an opportunity to see the two presidential candidates face off, which heightens the debate over who will ultimately be elected in November.  As we think about the outcome of both the Presidential and Congressional elections, we must think about the impact on markets and more spe[...]

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What Now?

During the last several days we’ve seen an increase in both short and longer-term interest rates. Because August was such a quiet month -- the 10-year Treasury yield averaged 1.54% and traded in a narrow range -- it shouldn’t be surprising that investors are reassessing their view on the directi[...]

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Watching Corn Grow

Growing up in a suburban environment made it impossible to watch crops grow every day. Sure, we would take summer trips through the country now and then, providing an opportunity to see how much the corn had grown since the last trip. Speaking as an urbanite, and now living next to a corn field, wat[...]

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Setting Records

As the Olympics come to a close we have seen world and Olympic records set as well as “personal bests” achieved. The Games coverage provided a backstory on the Olympians who achieved these records, which allow us to understand the personal and family sacrifice that goes into them. During the las[...]

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Lessons From the Farmers Market

My son and I enjoy our Saturday morning sojourn to the farmer’s market.  Albeit for different reasons. I enjoy the variety, people and fresh produce. He enjoys the free samples and honey sticks. As we have toured the market each Saturday, I think about how our experiences remind me of what has ha[...]

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