Friday Brief

Below is an archive of Beacon Investment Management's weekly Friday Briefs. These articles are sent by email each Friday to our clients and friends. In them we discuss world events, politics, the markets, and the economy along with our analysis of what impact they have on our strategic and tactical portfolio planning.  

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#Previous Friday BriefsDate Published
287 Positive Signs 05/02/08
286 Dare to Believe? 04/18/08
285 The Storm Before the Calm 04/11/08
284 Don't Look Down 04/04/08
283 Government- the White Knight? 03-14-08
282 Call it - Time of recession is . . . . 03/07/08
281 No Credit 02/29/08
280 Slowing Continues 02/22/08
279 Negative Waves 02/15/08
278 Are We There Already? Part 2 02/08/08
277 Are We There Already? 02/01/08
276 It's Not That Bad 01/25/08
275 Will the Fed Act in Time? 01/11/08
274 The Last Shoe Just Dropped 01/04/08
273 Three-and-a-Half Shopping Days Left 12/21/07
272 Fed & Government Firepower is Diminishing 12/14/07
271 "the report of my death is an exaggeraton" 12/07/07
270 Is the Fed Coming to the Rescue? 11/30/07
269 Rough Patch Ahead 11/16/07
268 Watching the Data 11/09/07
267 Markets Focus on Earnings and Ignore Worries 10/26/07
266 Twenty Years Ago Today 10/19/07
265 Momentum Continues Despite Pessimism 10/12/07
264 Jobs Report Bodes Well for Economy 10/05/07
263 Despite Worries - A Good Quarter 09/28/07
262 A Half Percent Solution? 09/21/07
261 The Other Shoe Just Dropped 09/07/07
260 Steady as She Goes 08/24/07
259 Pre-Emptive Cut Should Help 08/17/07
258 Perspective 08/10/07
257 Stock Values Compelling if the Economy Holds 08/03/07
256 Not Too Hot, Not Too Cold 07/13/07
255 More Good Than Bad 06/29/07
254 "Hedge Hogs" 06-22-07
253 Wind Still At Our Backs 06/15/07
252 'Jibe!' 06/08/07
251 Has the Fed Actually Done It? 06/01/07
250 Taking the Bad with Good 05/25/07
249 Private Equity Still Snapping Up Wall Street 'Bargains" 05/18/07
248 Will the Fed Blink Soon? 05/11/07
247 Healthy Slowing Continues 05/04/07
246 Caution Lights Flashing for Now 04/27/07
245 The Global Economy's Lifeblood 04/20/07
244 Investors - The News is Not So Bad 03/30/07
243 Goodbye Inflation 03/23/07
242 Very Briefly 03/16/07
241 Confidence 03/02/07
240 The Best or The Worst of Times? 02/23/07
239 Tuning the Symphony 02/16/07
238 The Goldilocks Economy is Alive and Well 02/02/07
237 Fine Tuning 01/26/07
236 Eyes on Earnings & Inflation 01/19/07
235 Is It Time for Technologhy to Shine Again? 01/12/07
234 What Lies Ahead? 01/05/07
233 Perhaps Better Than a Soft Landing for Stocks in 2007? 12/15/06
232 Slowing Economy 12/01/06
231 Where To? 11/10/06
230 Will More Jobs Bring More Inflation? 11/03/06
229 Soft or Hard? 10/27/06
228 Is This Market For Real? 10/13/06
227 Bonds Say Hard Landing, Stocks Say Soft? 09/29/06
226 How Gentle Our Landing? 09/22/06
225 On Hold for Now 09/08/06
224 Is the Fed Listening to the Markets? 09/01/06
223 Will Inflation Spoil the Party? 08/18/06
222 Will Inflation Recede with Slower Economy? 07/28/06
221 Is the Fed Posturing for a Pause? 07/21/06
220 The Fed Blinks, or Winks? 06/30/06
219 Big Ben Utter, Markets Shudder 06/09/06
218 Inflation and The Fed 06/02/06
217 Will Inflation Spoil the Party? 05/19/06
216 Plenty of Global Growth Ahead 05/12/06
215 Where's The Risk? 04/21/06
214 It's A Bird, It's A Plane, No It's Super Bull 03/24/06
213 Long-Term Rates Are Finally Rising 03/10/06
212 Back To Normal 03/03/06
211 Wll Mr. Bernanke Make Monetary Policy More Transparent? 02/24/06
210 Good News is Good This Week 02/17/06
209 Stocks Awash Until the Fed Plots Its Course 02/10/06
208 The Wall of Worry 02/03/06
207 Katrina Felt, But Economy Still Strong 01/27/06
206 Beacon's Light Shines Despite Flood 01/20/06
205 If the Fed Gets It Right - 2006 Will Be A Happy NewYear 01/06/06
204 2006: Year-Ahead Outlook 12/23/05
203 Iraqi Voters Get It Done, Again 12/16/05
202 How Much Longer Will the Fed Ride the Brakes? 12/09/05
201 Will the U.S.Economic Strength Continue? 12/02/05
200 Google Gets It 11/18/05
199 The Eleventh Hour of the Eleventh Day 11/11/05
198 Near-Term Slowdown 11/04/05
197 Market Remains a Value 10/28/05
196 October- The Month of Truth 10/21/05
195 Damn the Hurricanes, All Ahead 'Measured Pace' 09/23/05
194 How Much Economic Impact From Katrina? 09/09/05
193 Katrina-A Wake-Up Call on Many Levels? 09/02/05
192 Oil Rises, Economies Decline? 08/26/05
191 Economic Growth Remains Strong & Widespread 08/19/05
190 The Bulls May Take A Break 08/12/05
189 Do Rising Jobs & Payrolls Necessarily Mean . . 08/05/05
188 Humble Confidence 07/29/05
187 Conundrum Solved? 07/22/05
186 Where's the Slowdown? Where's the Inflation? 07/15/05
185 Not Too Hot, Not Too Cold 07/08/05
184 Second Quarter Beats Expectations 07/01/05
183 Oil Back in Driver's Seat? 06/24/05
182 Conundrum Continues 06/03/05
181 Eyes Still on Fed 05/27/05
180 The Fed May Signal a Pause in Rate Hikes 05/20/05
179 On Balance Still a Strong Economy 05/13/05
178 The Fed Holds The Key 05/06/05
177 Watch the Earnings and Listen to Management 04/29/05
176 Inflation a Problem 04/22/05
175 Hang in There 04/15/05
174 How High Will It Go? 04/08/05
173 Inflation and Oil Dominated the First Quarter 04/01/05
172 Inflation- Probably Overdone 03/24/05
171 Business Coming in Like a Lion 03/04/05
170 GDP Stronger Than Earlier Reported 02/18/05
169 What Do You Think Mr. Greenspan? 02/18/05
168 Long-Term/Short-Term Issues Moving Market 02/11/05
167 No Longer A Jobless Recovery 02/04/05
166 Will 2005 Be As Dreay as January? 01/21/05
165 New Year- Same Worries 01/14/05
164 What Lies Ahead 01/07/05
163 Here's to a Happy and Healthy New Year 12/31/04
162 Yes Virginia, There is a Santa Claus 12/17/04
161 Recovery Remains Bumpy 12/10/04
160 Investor's Moods Improving 12/03/04
159 Stormy Policy Debates Loom 11/19/04
158 Short and Sweet 11/12/04
157 Our Challenge Lies Ahead 11/05/04
156 America's Quadrennial Revolution 10/29/04
155 Eleven Days and Counting 10/22/04
154 We Are Only As Strong As We Feel 10/08/04
153 A Fresh New Quarter 10/01/04
152 Not Full Speed - But Clearer Sailing Ahead 09/24/04
151 Despite Much, Economy Continues Growth 09/17/04
150 in fláysh’n? 09/10/04
149 Employment Improving, Will The Trend Continue? 09/03/04
148 No Help For Bush or For Kerry 08/27/04
147 Future's as Clear as Oil 08/20/04
146 Market Pessimism Creates Opportunity 08/13/04
145 Slower Growth Not All That Bad 07/30/04
144 Will Earnings Drag or Push? 07/16/04
143 A Little Rain on the Parade 07/09/04
142 A Win-Win 07/02/04
141 A Steamroller Economy 06/18/04
140 Reagan's Greatness Can Be Put Into Words 06/10/04
139 Economy's Vital Signs Strong 06/04/04
138 Economy Gaining Strength 05/28/04
137 Will Terrorism Win? 05/21/04
136 News Flash- Interest Rates May Rise 05/07/04
135 Stock Buyers on Strike? 04/30/04
134 Little by Little, One Travels Far 04/23/04
133 Good Economic News Fails to Excite Investors 04/16/04
132 Economy Adds Jobs! 04/02/04
131 Employment is Improving 03/26/04
130 Recovery Continues But No Slam Dunks 03/19/04
129 What are iShare and Exchange Traded Funds? 03/12/04
128 Words Matter 02/27/04
127 This 'Bear's' Repeating 02/20/04
126 Mr. Greenspan Sends Investors 02/13/04
125 Jobs 02/06/04
124 Microscope or Telescope -Things Look Good 01/30/04
123 Half Full or Half Empty 01/23/04
122 Trends and Themes 01/16/04
121 Goodbye Bears 01/09/04
120 Happy New Year 01/02/04
119 Santa in January 12/19/03
118 Ho Ho Hum 12/12/03
117 Improvement in New Areas 12/05/03
116 It's The Policy 11/21/03
115 Lots of Cash 11/14/03
114 Economy Turning Positive, Investors Still Wary 11/07/03
113 Trick or Treat 10/31/03
112 Expectations Ahead of Reports 10/24/03
111 Guidance Falls Short of Earnings Expectations 10/17/03
110 Not a "10" 10/10/03
109 But No One Indicates 10/03/03
108 Flexibility is Key 09/26/03
107 It's a Little 'Breeezy' Around Here 09/19/03
106 Economy's Balance Improving 09/12/03
105 Recovery on Track 09/05/03
104 Progress Continues, But Slowly 08/29/03
103 The Bond Market Believes 08/15/03
102 Productivity - The Double Edges Sword 08/08/03
101 Watching Grass Grow 08/01/03
100 Hot Summer, Hot Earnings 07/25/03
99 Lazy Summer Days 07/18/03
98 Uneven, Uncertain, But Improving 06/27/03
97 Improving News Continues 06/20/03
96 Profits Will Tell the Story 06/13/03
95 Long Live The New Bull 06/06/03
94 Is The Market Right? 05/30/03
93 It's The Economy 05/23/03
92 The Best Growth Environment in World History 05/16/03
91 The Best Leading Indicator is Improving 05/09/03
90 Behind the Numbers 05/02/03
89 Improving Trend 04/25/03
88 If Its Not One Thing Its Another 04/11/03
87 When Confidence Returns 04/04/03
86 War Dampens Early Enthusiasm 03/28/03
85 Is Confidence Returning? 03/21/03
84 Mr. Market Can Be Emotional 03/14/03
83 Uncertainty of War Over Soon 03/07/03
82 Noise or Information 02/28/03
81 Opportunity Ahead 02/21/03
80 Duct Tape & Plastic 02/14/03
79 The Best of Times, The Worst of Times 02/07/03
78 Opportunity Just Beyond the Clouds of War 01/31/03
77 Stealth Performance 01/24/03
76 Threat of War Restrains Growth 01/17/03
75 Market Generally Strong Amid Mixed News 01/10/03
74 Happy New Year 01/03/03
73 Resolution of Conflict 12/20/02
72 The American Way 12/13/02
71 War Drums 11/22/02
70 Progress Continues 11/15/02
69 Peaceful Revolt 11/08/02
68 Baby Steps 11/01/02
67 Still Bumpy, But a Better View 10/25/02
66 Is The Bull Back? 10/18/02
65 Extremes this Time Are Good 10/11/02
64 Valleys and Mountaintops 10/04/02
63 Please Don't Feed the Bears-They've Had Enough 09/27/02
62 Boom to Bust and Back Again 09/20/02
61 Market Stability Gradually Improving 09/13/02
60 Measuring the Cost of September 11th 09/06/02
59 A Case for Better Times Ahead 08/30/02
58 The Stock Picker's Market 08/23/02
57 Will Our Economy Emerge Stronger from its Trials? 08/16/02
56 Recovery Any Slower and We Back Up 08/09/02
55 Recovery Much Slower Than Expected 08/02/02
54 The Bottom? 07/26/02
53 Is That a Towel in The Ring? 07/19/02
52 The Most Expensive Congressional Race in History 07/12/02
51 The Fever and the Thermometer 06/28/02
50 Not 'Til We See the Earnings 06/21/02
49 Time to Throw in the Towel 06/14/02
48 Darkest Before the Dawn 05/31/02
47 War is Hell 05/31/02
46 Slowly, But Surely 05/24/02
45 The Weighing Machine 05/17/02
44 A Tale of Two Markets 05/10/02
43 The Labyrinth 05/03/02
42 The Times They are A Changin' 04/26/02
41 Things Not So Bad 04/19/02
40 Headlines Miss the Real Story 04/12/02
39 Earnings Improvement? 04/05/02
38 What Recession? 03/28/02
37 Steady as She Goes 03/22/02
36 Beware the Ides of March 03/15/02
35 Out With the Old and In With the New 03/08/02
34 Economy Up Stocks Down 03/01/02
33 Buy Straw Hats in the Winter 02/21/02
32 The Consumer vs. The Investor 02/15/02
31 Enron 'ron ron da doo ron ron' 02/08/02
30 From Guttenberg to Google 02/01/02
29 No January Effect This Year? 01/25/02
28 Earnings Time Again 01/18/02
27 Trees are as Important as the Forest 01/11/02
26 Happy New Year 01/04/02
25 'Twas the Night Before Christmas and All Through the Senate 12/21/01
24 'Tis the Tax-Selling Season 12/14/01
23 Recovery Ahead? - The Market Believes 12/07/01
22 The 'R' Word is Out 11/30/01
21 Strong Signs the Worst is Over, But Recovery Remains Elusive 11/16/01
20 Money Goes Where It Is Treated Best 11/09/01
19 Patience and Confidence 11/02/01
18 Fall Back and Spring Forward 10/26/01
17 Letters of Terror and the Waning Influence of Mr. Greenspan 10/19/01
16 The 'CNN' Effect 10/12/01
15 Half Full or Half Empty 10/05/01
14 Hope 09/28/01
13 Capitulation 09/21/01
12 God Bless America 09/14/01
11 It's Time to Watch the Trees and Not the Forest 09/07/01
10 Get Ready for the Next Bull Market 08/31/01
9 "As Goes General Motors, So Goes America" 08/24/01
8 The Bear 08/17/01
7 Observations 08/10/01
6 Economy Nearing Bottom? 08/03/01
5 Slow But Still Growing 07/27/01
4 Out of the Stormy Night and Into the Fog 07/20/01
3 Observations 07/13/01
2 Observations 07/03/01
1 Observations 06/29/01

 
Friday Brief
 
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