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A July Overview – By Charles C. Smith, Jr., CEO. July 31st, 2014. Overall, our main market impression is that our core views and strategy are tracking nicely. And require no major shifts. Risks from another growth shortfall are sufficiently balanced and allow us to stay with our main, growth/low-volatility theme within our portfolios. A June Overview – By Charles C. Smith, Jr., CEO. June 30th, 2014. A May Overview – By Charles C. Smith, Jr., CEO. June 11th, 2014. The US now says GDP. Compared with the 0&...

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A July Overview – By Charles C. Smith, Jr., CEO. July 31st, 2014. Overall, our main market impression is that our core views and strategy are tracking nicely. And require no major shifts. Risks from another growth shortfall are sufficiently balanced and allow us to stay with our main, growth/low-volatility theme within our portfolios. A June Overview – By Charles C. Smith, Jr., CEO. June 30th, 2014. A May Overview – By Charles C. Smith, Jr., CEO. June 11th, 2014. The US now says GDP. Compared with the 0&...

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DeltaInsight | deltainsight.com Reviews

https://deltainsight.com

A July Overview – By Charles C. Smith, Jr., CEO. July 31st, 2014. Overall, our main market impression is that our core views and strategy are tracking nicely. And require no major shifts. Risks from another growth shortfall are sufficiently balanced and allow us to stay with our main, growth/low-volatility theme within our portfolios. A June Overview – By Charles C. Smith, Jr., CEO. June 30th, 2014. A May Overview – By Charles C. Smith, Jr., CEO. June 11th, 2014. The US now says GDP. Compared with the 0&...

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October « 2013 « DeltaInsight

http://deltainsight.com/2013/10

Archive for October, 2013. A October Overview – By Charles C. Smith, Jr., CEO. Thursday, October 31st, 2013. Below the surface, the global economy is sending a reasonably clear signal that growth is lifting modestly with momentum broadening to include the weakest links. Against this backdrop, our focus remains on the indicator flow confirming that the global economy stepped back into its growth phase in the middle two quarters of the year. Several factors stood out in our mind:. 3 Following a surprisingl...

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A April Overview – By Charles C. Smith, Jr., CEO « DeltaInsight

http://deltainsight.com/2014/04/a-april-overview-by-charles-c-smith-jr-ceo-4

A May Overview – By Charles C. Smith, Jr., CEO. A March Overview – By Charles C. Smith, Jr., CEO. A April Overview – By Charles C. Smith, Jr., CEO. The markets have been volatile to start the year, but no real headway has been made in either direction. The weather and issues in Ukraine have caused investors to take a step back. The wild card is Ukraine . The direct impact on Western European growth of reduced exports or capital flows to Russia is likely to be small. We believe that even in the event ...

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June « 2013 « DeltaInsight

http://deltainsight.com/2013/06

Archive for June, 2013. A June Overview – By Charles C. Smtih, Jr., CEO. Thursday, June 27th, 2013. For the last several months, we have been telling you the markets were getting stretched. Unfortunately, we cannot always predict the day or month a market will begin a correction. But, we certainly saw the evidence mounting and felt like short-term risk was building on a number of fronts. Often times, market corrections are more about. A May Overview – By Charles C. Smith, Jr., CEO. Tuesday, June 4th, 2013.

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July « 2013 « DeltaInsight

http://deltainsight.com/2013/07

Archive for July, 2013. A July Overview – By Charles C. Smith, Jr., CEO. Tuesday, July 30th, 2013. There are a number of shifts we are keeping an eye on in our current global environment:. 3 This year, we have witnessed a strong move higher in equity valuations. The S&P 500 is currently trading at 14.5x forward twelve-month earnings compared to 12.6x at the end of 2012. This is the first time we have seen this type of multiple expansion in many years. Part of this has been driven by t...

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