Investment Blog

Gold Leaf Capital Management

SHARE PAGE

Send button

THREE OUT OF FOUR HORSEMEN

THREE OUT OF FOUR HORSEMEN Read more…

Mandarins or Mad Men?

Two dynamics propelled the S&P 500’s -6.4% decline in the 3Q.  Chinese officials, long thought to be Mandarins – wise in things financial, stunned the markets with a yuan devaluation.  The timing was horrible as it occurred amidst a severe … Read more…

Interest Rates – Not Greece – Moved Our Markets

While Greece may have captured headlines, the real 2Q action for us was in the bond market.  Anticipating a September interest rate hike, bonds sold off and a wide range of interest rate securities lost value.  These included equities with … Read more…

SIDEWAYS

For the 1st Quarter, competing dynamics forced the S&P 500 to almost tie.  On one hand, corporate mergers (especially healthcare), nascent signs of European growth, and a hoped for slow-to-act Fed all buoyed the market.  Fear of a decline in … Read more…

Christmas Rally

“Yes, Virginia, there is a Santa Claus.”  He’s alternately known as “Helicopter Ben” or “Mario Draghi” or any one of the Asian central bankers who have flooded the markets with excess liquidity, lofty valuations, and, perhaps, unsustainable joy.  The S&P … Read more…