August 23, 2010 – Market Commentary

| August 24, 2010

One would be led to think that the uptick in unemployment claims was a signal that earnings growth will dramatically slow.  That conclusion seems a bit hasty particularly in light of the fact that earnings in Q2 came in at 49% above Q2 2009 and were 15 percentage points above the consensus estimates for growth […]




The Wildebeests are Wandering – A One Question Survey

| August 4, 2010

Aberdeen sent out a one question survey to over 250 friends and clients on July 30, 2010.  The recipients are sophisticated investors from all over the U.S.  The survey asked the recipients to provide an indication where they stand in terms of U.S. market prospects.  38% of the recipients opened the survey and 17% of […]