Taxable and Tax Free Fixed Income Commentary

2Q 2014 — The Race to Zero?

July 18, 2014


Executive Summary The Flight to Fixed Income Continues: The Fed continued to reduce their bond buying program. I believe it may…

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U.S. All Cap Commentary

2Q 2014 — All Cap Keeps Pace

July 18, 2014


Executive Summary Current Bull Market Snapshot: The bull market is over five years old and has gone over 1000 days without…

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Unified Solutions Commentary

2Q 2014 — Marching to the Beat of Fed Liquidity

July 18, 2014


Executive Summary Advances Across the Markets: U.S. and foreign stocks, bonds, and even commodities advanced higher despite geopolitical and economic challenges….

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The Soslow Report

2Q 2014 — Winter Is Coming

July 18, 2014


Executive Summary Current Bull Market Snapshot: The bull market is over five years old and has gone over 1000 days without…

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Fixed Income Total Return Commentary

2Q 2014 — Against All Odds

July 18, 2014


Executive Summary Bonds Surprise to the Upside: Contrary to expectations, bonds have performed better than predicted so far this year. Liquidity…

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U.S. SMID Cap Commentary

2Q 2014 — SMID Extends Lead

July 18, 2014


Executive Summary Current Bull Market Snapshot: The bull market is over five years old and has gone over 1000 days without…

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ADR/International Equity Commentary

2Q 2014 — Robust M&A Activity Propels ADR Strategy

July 18, 2014


Executive Summary Current Bull Market Snapshot: The bull market is over five years old and has gone over 1000 days without…

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U.S. Small Cap Commentary

2Q 2014 — Small Cap Pushes Ahead

July 18, 2014


Executive Summary Current Bull Market Snapshot: The bull market is over five years old and has gone over 1000 days without…

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Chart of the Month

S&P 500 to Fed: “You Really Got a Hold on Me”

July 17, 2014


Overlaid on the S&P 500 is the Federal Reserve’s balance sheet size (scale on the right), which reflects the massive purchases…

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Global Equity ETF Commentary

2Q 2014 — Marching to the Beat of Fed Liquidity

July 17, 2014


Executive Summary Advances Across the Markets: U.S. and foreign stocks, bonds, and even commodities advanced higher despite geopolitical and economic challenges….

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