SMA 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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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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Benchmark Review
Benchmark Review, June 2014
July 8, 2014

U.S. equities were positive across all the styles and market caps. Small and Mid Caps were the big winners for the…

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