Posts Tagged ‘FOMC’

Weekly Recap & Outlook – 03.16.12

Friday, March 16th, 2012

Tower Private Advisors

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  • The VIX is too low . . . really?
  • Goldman Sachs
  • Bank stress tests
  • Portugal next?

We recently hosted seminars in Fort Wayne and Warsaw, presented by First Trust Portfolios. You can click here and here to see the slide packs. Here’s a quick list of bullet-point takeaways from the first presenter, First Trust’s Chief Investment Officer, Bob Carey.

  • Stocks are quite undervalued – among other things, earnings yields (inverse of P/E) are very high.
  • Investors should favor the cyclicals sectors, like Industrials and Materials companies.
  • Discounted Cash Flow valuation methodologies suggest most undervalued sectors are Technology, Industrials, Consumer Discretionary, and Financials
  • 2012 will be the year that marks the rise of Treasury yields.

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Weekly Recap & Outlook – 02.17.12

Friday, February 17th, 2012

Tower Private Advisors

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  • Greece, again
  • Apple thoughts

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Weekly Recap & Outlook – 01.06.12

Friday, January 6th, 2012

Tower Private Advisors

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  • Festival of charts
  • Earnings season about to kick off
  • 200,000 jobs added in December
  • Unemployment rate drops to 8.5%

Prior posts

Hey, if you like this post–or any other–you can click the e-mail icon at the very bottom to send it right to a friend. I don’t know how most of social media works, but you can add it to your Facebook page, Tweet it, Digg It, StumbleUpon it. You can also subscribe to future updates in your blog reader or iGoogle. Do that with the subscribe button, which ought to be northeast of this sentence. Speaking of stumbling, this blog is stumbling headlong into 2010.

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Weekly Recap & Outlook – 10.14.11

Friday, October 14th, 2011

Tower Private Advisors

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  • Rally caps on
  • Europe gets closer to a solution
  • Consumers, scared to death about the economy, assuage their fears by spending money (more…)
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Minutes of August 9 FOMC meeting

Tuesday, August 30th, 2011

This was the meeting where the Federal Open Markets Committee virtually locked in 0-0.25% interest rates through 2013. Apparently, there was quite a bit of discussion, with much of it tilted toward more aggressive monetary policy. Here’s the Wordle cloud of the minutes. One of the most common words (larger words represent more frequently used words) used in many of the minutes is “inflation,” and it almost seems used because committee members fear most its opposite, deflation, which is curious by its absence. (Click for a bigger version.)

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