Market Updates
Weekly Financial Insights Blog

Fair Winds

During a recent family sailing trip, we experienced the kind of weather sailors dream of: 20‐25 knot winds from the east all day, every day. That kind of consistency over a week‐long period makes it easy to plan your course. However, it was August and that meant the occasional squall produ[...]

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Talking Turkey

While U.S. stocks approached all‐time highs last week, having recovered from the 10% correction experienced earlier this year, other global markets did not fare as well. Last week in particular, Turkey was in the spotlight as its stock market fell 20% on the week and 50% fo[...]

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Weed or Flower?

Summer chores are a fond memory. Most days, my father would leave a list of them for us on the kitchen table with the expectation that they'd be complete when he arrived home. He was a Master Gardener, which meant his children were master weed pullers. In the days before mulching and rolls of w[...]

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From Russia with Love

Ah, I have your attention! It isn't too hard to come up with a title that includes “Russia” this week that will do that. I am a fan of James Bond films, and in 1963, they released my favorite, “From Russia with Love” starring my favorite Bond, Sean Connery. The movie inv[...]

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Futbol vs Football

The World Cup is well under way in Moscow. A total of 32 futbol teams (soccer for the uninitiated fan) have gathered together to vie for the Cup. Here in the U.S. it seems soccer has seen a surge in interest, yet still doesn't command the same attention that the 3.2 billion global fans share fo[...]

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Buon Giorno from Scotland!

Recently I visited Scotland for a non‐profit world federation meeting. On my way there, I wondered what the food would be like and whether there would be more than haggis on the menu. Fortunately, I found an excellent Italian restaurant managed by a large Italian family across the street from m[...]

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Gaining Independence

With an 11‐year‐old boy at home, my wife and I spend a fair bit of time teaching him how to become more independent. Of course, the path to his independence is fraught with peril, and he routinely makes decisions that result in consequences which cause him to lose some of what he is trying[...]

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The Long View

Earlier this week we received updated measures of industrial production. These are closely watched data points because they provide insight into whether or not the economy is picking up steam. Beneath the headline numbers is interesting information that may shed light on the U.S. economy's acce[...]

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Not Your Father’s Labor Market

My father was a manufacturing manager in Milwaukee during his entire career. During the late 1980s, the lighting manufacturer he worked for closed plants that had been running in Milwaukee for more than 70 years and moved production to Mississippi and South Carolina. After examining the opportunity [...]

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Bricks in the Wall of Worry

Investors are a fickle bunch. Here we are, facing a year of potential record earnings and all‐time high profit margins, and stock investors are nervous. It is said that those investors climb a “wall of worry” when bidding stock prices higher. The key bricks in that wall now appear t[...]

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