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When we published our 2014 Market Outlook in January of this year, we identified that we were still bullish and overweight stocks coming off of the nice rise in equities in 2013. We also said we had some strong evidence indicating the higher probability of a pullback of 10% to 20% in the fall but that numerous indicators lined up for a likely strong 4Q14. The analysis behind our commentary has helped us greatly thus far in 2014.

Check out our Q3 edition of Portfolio Matters.

When it comes to the media, we’ve often said there’s been a big swing from quality to quantity.  However, as our Founder and CEO, Joseph Janiczek, likes to remind our clients, there is a very big difference between “news” and “noise”.  Our latest edition of Portfolio Matters cuts right through the noise to provide you an objective view of the markets.

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