Mind the Mixed Market Signals

May 2, 2016 Modern business is so complex. Back in the day, things like economic fundamentals drove the market. If a company produced a profit, generally the stock went up.  Today, not so much. And the reason has to be the complexity of our modern business...

China’s Core Problems

April 25, 2016 I spoke about the big troubles with China’s stock market earlier this month, but the issues aren’t segregated to just the market and falling exports. No, China also has an import problem, decreased demand and labor unrest. And they tie in...

The Global Impacts of Chinese Troubles

April 18, 2016 The Chinese stock market is headed south. Our early 2016 drop was related to China, but we’ve rallied to recover since. The same can’t be said for China’s problems. Early 2016 forecasts for China indicated a 12.5 percent decline was in store. But the...

Bad Fundamentals are No Fun

April 11, 2016 Last week I used a football metaphor to discuss Fed policy changes. It got me thinking further about the importance of fundamentals, both in sports and in business. Generally speaking, those with the best fundamentals are usually succeed. It’s true...

You Can’t Audible Out of Bad Policy

April 4, 2016 In football we see quarterbacks regularly audible, or change the original play, when they think the original idea won’t work. Those who do it often, like Peyton Manning, are often praised for their intelligence because they recognize a flaw and adjust....

Strong Dollar Six

March 28, 2016 The strong U.S. dollar can be joyous or full of despair, depending on your point of view. For vacationers, the strong dollar is great because it goes further overseas. But what does the strong U.S. dollar mean for businesses? This is where the despair...