By: Ken Rietz | On: January 18, 2018 |

Sector Focus: Shipping

The transportation sector can be divided into regional transportation (train, road, and airplane) and global transportation which is largely comprised of maritime shipping. Although this division is not very precise […]

By: Ken Rietz | On: December 21, 2017 |

Sector Focus: Healthcare

The healthcare sector is a growing and complex part of the economy, particularly in the US. The certainties and uncertainties of an aging Baby Boomer population who will expect virtually […]

By: Ken Rietz | On: December 6, 2017 |

Sector Focus: Semiconductors

Over the course of the next several weeks, we will be discussing our views on particular sectors which in our opinion may present some challenges and opportunities. This week we […]

By: Ken Rietz | On: October 9, 2017 |

Weekly Market Update

Market Action Movement regarding the U.S. budget and tax reform helped propel the S&P 500 to an unusual 8 consecutive days of new high closings. On Friday, when the U.S. […]

By: Ken Rietz | On: October 15, 2016 |

Weekly Market Update

Market Action The British Pound continue its slide this past week. At one point dropped below $1.20. The fact that the British government may be preparing for a hard exit […]

By: Ken Rietz | On: October 8, 2016 |

Weekly Market Update

Market Action The IMF’s Global Financial Stability Report indicates that the one of the biggest dangers now is bank profits. Comex gold dropped significantly on Wednesday. Barrick, Freeport-McMoRan, and Goldcorp […]