Tag Archives: China

  • What was Blooming in April?

    According to traditional etymology, the month of April derives its name from the Latin verb aperire which means “to open”. This makes sense as April is known as the month when trees and flowers begin to bloom in earnest. The blooming that dominated this April involved geopolitics as much as horticulture, however. Tensions were high […]

  • Interesting Times…..

    As Chinese New Year celebrations wind down, it’s fitting to recall an expression that has been attributed to the Chinese for generations. The expression “May you live in interesting times” has an origin that is, ironically, interesting itself. Regardless of its origin, upon closer examination, the expression seems not to be a blessing at all, […]

  • Summer Lull

    If you slipped into a coma on August 1st and just regained consciousness on August 31st, you might have looked around and thought that you really didn’t miss much while you were out cold.  The world’s capital markets were sitting right about where they started.  The S&P 500 traded in a very narrow range with […]

  • Trends vs. Logic

    Data or Demand? In case you haven’t noticed it yet, there’s a serious election going on right now.  Votes are being cast day after day, and the message seems pretty clear: buying American stocks, bonds, and real estate is how investors are voting with their money.  We very well could be looking at the fifth […]

  • Knocked Down but Not Out

    Markets have been treated like a punching bag over the first half of the year, taking blow after blow from a host of issues. The utter collapse in commodity prices wreaked havoc across world markets that struggled to adjust to the rapid change. The surging U.S. dollar hurt large U.S. multinational companies who found it […]

  • BREXIT, ETC.

      “Things done well and with a care, exempt themselves from fear.” Henry VIII, Act 1, Scene 2. There are a lot of things to fear in the world today. The news headlines alone can churn your stomach: terrorist attacks by groups like ISIS can occur anywhere, provocative missile testings by aggressive nations like Iran […]

  • March Madness

    Soothsayer: “Beware the ides of March.” Caesar: “What man is that?” Brutus: “A soothsayer bids you beware the ides of March.”    Julius Caesar Act 1, scene 2 March is usually a month of change. Winter’s cold gives way to the first hints of spring, and we make the rounds in our homes changing the time […]

  • Market Tug of War

    Sound and Fury Family reunions. Company picnics. Grade school field day – if you can remember back that far. Usually, these are fun gatherings. Usually. And sometimes you find yourself pulled into a friendly match of tug-of-war, whether you wanted to participate or not. You’ve got a bunch of people on one end of the […]

  • The Global Currency Effect

    What a difference a year makes. Well, usually … but not last year. 2015 was a year rife with divergence and volatility. The U.S. dollar soared relative to most other major currencies, and oil continued to plunge; the Fed finally raised rates in the U.S., while the European Central Bank (ECB) reduced rates there; the […]

  • October Effect

    October is always a month of change. For those of us living in the Northern hemisphere, it’s when summer finally gives way to autumn. The colors change. The days get shorter and cooler. It becomes “football weather”. And for sports fans in the U.S., the final week of October is just about as good as […]

  • Are the Markets Waxing or Waning?

    Both a lunar eclipse and a super-moon made for a dramatic celestial show on the evening of the final Sunday of September. A super-moon occurs when the moon’s orbit brings it closest to Earth, and a lunar eclipse leaves the moon with a rusty, reddish color. It’s interesting that only theories explain the creation of […]

  • 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, […]