Greg Pellizzon

The market perceives bargains to be had

March 31st, 2006|by Michael Ashley Schulman, Greg Pellizzon, Perspectives, The Big Picture, Writers|

With economies strong and interest rates still historically low, the market perceives bargains to be had; the world is on sale. Whereas around the globe – from Los Angles to Moscow and Sao Paolo to Shanghai – most people are paying more for food, clothing, utilities and housing than they did six years ago, a […]

February was a consolidation month for stock markets

February 28th, 2006|by Michael Ashley Schulman, Greg Pellizzon, Perspectives, The Big Picture, Writers|

February was a consolidation month for stock market levels. Following January’s market optimism, the US economy continued to power through February. Although market levels were tested and US Treasuries weakened, nothing collapsed. For economists and strategists, the largest pill to swallow was the realization that the Fed may not be as close to the end […]

Welcome to 2006

January 31st, 2006|by Michael Ashley Schulman, Greg Pellizzon, Perspectives, The Big Picture, Writers|

Welcome to 2006! January was a good month for most markets.

Several waves are propping a general tide of positive sentiment:

  • Market Optimism over the swearing in of Bernanke as the new Fed chief on February 1
  • Positive corporate earnings reports

Simultaneously, however, investor optimism is being tempered by:

  • Weak fourth-quarter GDP growth of 1.1%
  • Thought that the cumulative impact […]

The markets greeted the holiday season on a positive note

December 31st, 2005|by Michael Ashley Schulman, Greg Pellizzon, Perspectives, The Big Picture, Writers|

Happy New Year! The markets greeted the holiday season on a positive note.  As mentioned last month, US investment, political, and economic sentiment has maintained its positive turn. Government data continues to show strength in job creation, economic output, consumer confidence and orders for durable goods. None-the-less, even with this positive macro-economic swing, various sectors […]

Upon the heels of this year’s hurricanes and international upheavals

November 30th, 2005|by Michael Ashley Schulman, Greg Pellizzon, Perspectives, The Big Picture, Writers|

Upon the heels of this year’s hurricanes and international upheavals, November may have seemed almost tepid. However, in the ramp-up to the holidays, the markets were anything but lackadaisical. In fact, November seemed to mark a turning point.

Table 1. Action/Reaction [click on table to enlarge]

Action Reaction table 2a