Investment Blog

Gold Leaf Capital Management

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KEEP CALM AND CARRY ON

Despite the hoopla surrounding Brexit, the S&P 500 kept calm and carried on returning +2.46% for the 2Q.  Adding to the 1st Q’s +1.35%, the index is now up +3.84% for the 1st half of 2016. The real story was … Read more…

YELLEN ADMITS “FED WAS KIDDING”

What was to have been four rate hikes now looks to be two or less.  Citing “global developments” (read: weakness), Fed chair Janet Yellen all but admitted the Fed cannot follow through on their forecasted course.  The S&P 500 absolutely … Read more…

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…