by don.gould | Jun 12, 2015 | Uncategorized
by John DeBiase and Don Gould Following last Friday’s employment report, which indicated increasing upward pressure on wages, anticipation of an initial rate hike from the Federal Reserve grew stronger. The consensus expectation is for an increase in the federal funds...
by don.gould | Apr 22, 2015 | Uncategorized
by Don Gould and Scott Smith, CFA Note: This post is an excerpt from Gould Asset Management’s Economic and Market Review for the First Quarter of 2015, the entirety of which can be found here. We’ve reprinted it here for the benefit of our blog subscribers. US...
by don.gould | Mar 27, 2015 | Uncategorized
by Don Gould and Derek Baldwin, CFA Ahead of the March FOMC meeting, many observers were looking for more guidance on the likely timing of the Fed’s first rate hike. Shortly after the Fed’s March press release, financial headlines focused on removal of the word...
by don.gould | Oct 3, 2013 | Uncategorized
by Don Gould In the latest partisan skirmish among our Washington legislators, we find the US government in partial shutdown. Added to that, the government has reached its legal borrowing limit (the so-called “debt ceiling”), and the Department of the Treasury says it...
by don.gould | Jul 19, 2013 | Uncategorized
by Don Gould The City of Detroit, burdened by huge financial obligations it cannot meet, declared bankruptcy yesterday. This was no surprise—the city’s industrial base and population have been shrinking for decades. Still, for investors, it’s a reminder that lending...
by don.gould | Jul 19, 2013 | Uncategorized
by Don Gould Note: This post is an excerpt from Gould Asset Management’s Economic and Market Review for the Second Quarter of 2013, the entirety of which can be found here. We’ve reprinted it here for the benefit of our blog subscribers. The run-up in...
by don.gould | Jun 26, 2013 | Uncategorized
by Don Gould One of the market’s periodic storms washed ashore in earnest last week, with both stocks and bonds tumbling together. Actually, bond prices began their downtrend around May 1, while stocks followed suit about three weeks later. Both stocks and bonds...
by don.gould | Nov 9, 2012 | Uncategorized
by Don Gould The campaigns are finally over and the results are in. In the game of political gridlock (or compromise), Washington will field the same players for another two years at least. Fiscal Cliff in Focus Investors woke up Wednesday morning, November 7, and...
by don.gould | Sep 24, 2012 | Uncategorized
by Don Gould Like Pavlov’s famous dog, the markets now seem conditioned to lurch upward every time Fed Chairman Ben Bernanke rings his easy money bell. (A similar story could be written about the European Central Bank and its chairman, Mario Draghi.) I find this...
by don.gould | Aug 6, 2012 | Uncategorized
by Don Gould The last two US bear markets – 2000-2002 and 2007-2009 – saw the stock market lose about half its value in each instance. Investors with balanced portfolios – some mix of equities and fixed-income – fared much better than those invested mostly or...
