Wealth Wake Up

Blog

Tuesday, July 28, 2015

"China's Effect On Emerging Markets Debt" | Bond Market Perspectives | July 28, 2015

"EMD is more sensitive to interest rates than the broad U.S. fixed income market."

Monday, July 27, 2015

"Tangled Up In EU" | Weekly Economic Commentary | July 27, 2015

"The verdict is still out on Greece and its promised structural reforms."

Monday, July 27, 2015

"U.S. Dollar Still Stands Tall" | July 27, 2015 | Weekly Market Commentary

"We expect the dollar to remain the dominant global currency for the foreseeable future."

Wednesday, July 22, 2015

Portfolio Compass | July 22, 2015

"Upgraded large foreign from negative/neutral to neutral. Downgraded industrials from positive to neutral/positive. Downgraded telecom from neutral to neutral/negative"

Tuesday, July 21, 2015

"Parsing Puerto Rico" | Bond Market Perspectives | July 21, 2015

"Puerto Rico’s debt crisis remains isolated and not symptomatic of the broad municipal bond market."

Monday, July 20, 2015

"Beige Book: Window On Main Street" | Weekly Economic Commentary | July 20, 2015

"Our new Beige Book Barometer for the three Fed districts with the most energy-related economic activity reveals more weakness."

Monday, July 20, 2015

"Oil's Long Bottoming Process" | July 20, 2015 | Weekly Market Commentary

"We have tempered our previous enthusiasm for the energy sector and at current oil price levels view it as a market performer."

Monday, July 20, 2015

Main Street Matters Client Letter by John Canally, CFA | July 20, 2015

"The recent agreement between Greece and its creditors gave us a weekend off from dramatic headlines and looming deadlines that may threaten the global economy and financial markets. However, that hasn’t stopped the media from fretting just the same."

Tuesday, July 14, 2015

"The Future Is Already Here" | Bond Market Perspectives | July 14, 2015

"Due to still expensive valuations and low yields, we believe the current low-return environment could potentially persist for high-quality bonds for several years."

Monday, July 13, 2015

"Q2 Earnings Preview" | July 13, 2015 | Weekly Market Commentary

"Q2 earnings season may look a lot like Q1 as companies once again face the twin drags of the energy downturn and strong U.S. dollar."

Monday, July 13, 2015

"Gauging Global Growth: An Update for 2015 & 2016" | Weekly Economic Commentary | July 13, 2015

"As companies report second quarter 2015 results, the health of the global economy will likely get plenty of attention."

Friday, July 10, 2015

Market Insight | Q2 2015

This quarterly publication helps provide clarity and context to the issues affecting the economy, stock and bond market.

Wednesday, July 8, 2015

Portfolio Compass | July 8, 2015

"Upgraded healthcare to neutral/positive from neutral. Downgraded energy and master limited partnerships (MLP) to neutral from neutral/positive. Downgraded materials to negative/neutral from neutral."

Tuesday, July 7, 2015

"What Do Bonds Say About Greece?" | Bond Market Perspectives | July 07, 2015

"Bond market’s reaction to Greek events has been muted so far and justifiably so."

Tuesday, July 7, 2015

Greece: Post-Referendum Assessment Client Letter by John Canally, CFA | July 7, 2015

"The Greek people had their voices heard on July 5 and decisively voted “no” on the Greek referendum to accept the latest bailout deal from creditors."

Monday, July 6, 2015

"Greece Playbook" | July 06, 2015 | Weekly Market Commentary

"The referendum result this weekend throws Greece’s future in the currency union firmly in doubt."

Monday, July 6, 2015

"The Fed After The "No"" | Weekly Economic Commentary | July 06, 2015

"Our view remains that the Fed is on track to hike rates for the first time in this cycle in late 2015."

Tuesday, June 30, 2015

"State of the States" | Bond Market Perspectives | June 30, 2015

"Municipal supply has been a headwind for much of 2015 but appears to be tapering off ahead of a typical summer slowdown."

Tuesday, June 30, 2015

Greece: Gauging Potential Market Impacts Client Letter by Burt White, CIO | June 30, 2015

"Negotiations between Greece and its creditors over the weekend of June 27 ended without a deal, which will lead Greece to default on its 1.6 billion euro loan payment due to the International Monetary Fund (IMF) today (June 30)."

Monday, June 29, 2015

"Debunking Dow Theory" | June 29, 2015 | Weekly Market Commentary

"We do not believe transports' weakness is a signal of an impending economic and market downturn."

Podcasts

Congress

Wealth Wake Up – 7/26/15

Dick Donahue talks about a package of tax breaks in Congress, how Social Security will be broke by next year,…

city council

Wealth Wakeup – 7/25/15

Host Dick Donahue talks with Whatcom Business Alliance President Tony Larson and Freedom Foundation Labor Policy Analyst Max Nelsen about…

money

Wealth Wake Up – 7/5/15

Host Dick Donahue’s Sunday show.

american dream

Wealth Wake Up – 7/4/15

Host Dick Donahue presents his special, “David and Goliath.” Donahue interviews Glen Morgan, Karl Uppiano (DOVE Whatcom) and Buzz Kats…

scale money

Wealth Wake Up – 6/28/15

Dick Donahue talks about Millennials saving more than Boomers, who’s going to be on the $10 bill, and what happens…