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How Big a Risk is a Trade or Military Dispute? February 16, 2017

An excerpt from the Sevens Report. Sign up for a two-week free trial of the full report at www.7sReport.com. Earlier this week I began profiling non-political risks to explore when making decisions for your clients and talking with prospects. Here’s number three: Non-Political Risk #3: Surprise Trade or Military Dispute Surprisingly, and potentially dangerously, the […]

What’s the Specific Word Trump Said That Sent the S&P 500 Through 2300 Last Week?

Last week started off a little down on Monday, then flat on Tuesday and Wednesday. Thursday looked like it was going to be another boring day until President Trump made comments during an airline CEO meeting that he would present a “phenomenal” tax plan in a few weeks. Those comments were followed by a more […]

A More Hawkish-Than-Anticipated Federal Reserve: February 15, 2017

An excerpt from the Sevens Report. Sign up for a two-week free trial of the full report at www.7sReport.com. Yesterday I began profiling a couple of non-political risks to explore when making decisions for your clients and talking with prospects. Here’s the second: Non-Political Risk 2: A More Hawkish-Than-Anticipated Federal Reserve Profiling this risk seemed only natural, […]

Economic Growth Slows: February 14, 2017

An excerpt from today’s Sevens Report. Non-Political Risk #1: Economic Growth Slows. Stronger economic data remains an unsung hero of this post-election rally, and while Trump gets the headlines, it’s really the economic data that’s enabling this rally as better economic growth is allowing the market to continue to give Trump and the Republicans the […]

S&P Hits Fresh All-Time-Highs

The S&P 500 gapped up to another all-time-high yesterday, underscoring the very strong bull market in stocks. But, the current pace of gains in unsustainable and equities are due for a phase of consolidation.  

Economic Cheat Sheet: February 13, 2017

Last Week: There was very little incremental economic data last week, and what reports did come met expectations and importantly did nothing to change the perception that economic activity is legitimately accelerating—a perception that continues to support stocks broadly. From a domestic data viewpoint, there isn’t a lot to talk about. Jobless claims continued to […]