News & Commentary

Quarterly Updates

Back to the Future 10/12/15

Stock Market Jitters 07/06/15

A Disciplined Process Trumps All 02/01/15

Climbing Mount Everest 07/07/14

Chess Moves & The Markets… 04/02/14

Early Look At 2014 01/02/14

US Government Shutdown 10/03/13

It’s All About The Federal Reserve 07/02/13

The Standoff 04/02/13

Shamrock Risk Overlay 01/02/13

“Don’t Fight the Fed” 10/02/12

Tighten Your Seat Belt 07/03/12

To Better Times 04/03/12

Volatile Markets 12/28/11

Investment Commentary 10/03/11

Stand Off For a While 08/25/11

“History doesn’t repeat itself…” 07/01/11

Finding Opportunities 03/10/11

“Bright light in the night . . .” Fall, 2010

Featured Articles

The Business Cycle and Its Investing Implications

The business cycle is the collection of stages that an economy goes through as it expands, slows down, and declines. These “cycles” repeat, and investors who understand where the economy is situated within the business cycle can better position their portfolios by investing in securities that benefit from the unique characteristics of each stage.

Fidelity Learning Center, Read Full Article

Sector Rotation: An introduction

The business cycle is the collection of stages that an economy goes through as it expands, slows down, and declines. These “cycles” repeat, and investors who understand where the economy is situated within the business cycle can better position their portfolios by investing in securities that benefit from the unique characteristics of each stage.

Fidelity Learning Center, Read Full Article