David Camarillo

Author Archives

  • blog-clarity

    Clarity in the Face of Uncertainty

    Investors are looking for clarity in the face of multiple uncertainties—more uncertainties than most typical investors can bear. What’s going on with China? Exactly how strong is the U.S. economy? When will the Fed increase interest rates? And when will oil prices stop sliding? These are all tough questions to answer. We’ll start in the […]

  • blog-noise

    Ignore the Noise

    Did you know that 2014 was the warmest year on record? Most of the U.S. enjoyed a cooler start for the summer this year, but right now it’s pretty hot for us in North Texas. Still, it’s probably not a bad time to go somewhere even cooler in these last few weeks of the summer, […]

  • blog-drachmas

    Drachmas, Dragons and Bears

    The summer is usually a time to relax. School lets out, and you don’t have to deal with as much traffic. You might have already squeezed in a vacation or hosted a cookout or two, but the markets have not been so relaxed. Over the past three years both temperatures and blood pressures rose on […]

  • blog-spring

    The Markets Have Spring in their Step

    Spring has sprung across the U.S. and seems to have put some spring in the markets; with major stock markets across the globe enjoying positive returns for the month of April.  On April 23rd, the NASDAQ finally crossed past its previous high from March of 2000. It was a welcomed improvement from the sideways environment […]

  • blog-march-madness

    March Madness in Full Swing

    March Madness is in full swing with over 60 games having already been played. People all over the world fill out their brackets in hopes that they can predict the future, including the surprise upsets that turn an “also ran” bracket into a money winner. Those who filled out their brackets by working from the […]

  • blog-mixed-signals

    Deflate-gate and Mixed Signals

    A “deflate-gate” of sorts hit Wall Street during the final week of January. On Tuesday, January 27th, the U.S. Census Bureau reported durable goods orders, core capital goods orders, and inventories; and overall, the information disappointed. Durable goods were down -3.4%. Capital goods orders were down -0.6%. Inventories increased +0.5%. The following day, the Federal […]

  • blog-bull-market

    A Bullish Happy New Year!

    Happy New Year! A new year offers us all the opportunity to look back and make some sense of the year behind us. In many ways, 2014 was a year dominated by headlines. Early in the year, a polar vortex swept across the U.S., and as a result, many expected slower economic growth. For the […]

  • home-page-services-section-image-01

    The Rise of Economic Antagonists

    On October 31st, millions of children across the U.S. donned costumes and went door to door filling their baskets with candy. Thousands of costume parties were thrown for the adults that enjoy Halloween and many people parked themselves in front of a screen to watch scary movies. There is plenty of research on the psychology […]