NCM NEWSLETTER
GREAT EXPECTATIONS
January 20, 2004
After one of the worst multi-year declines in the history of the stock market during 2000-2002, the S&P 500 Index rose 28.6% last year and the NASDAQ climbed 50%. The U. S. economy grew 8.2% during the quarter ended September 30. Currently, personal income and consumption are up, interest rates are still low, and inflation remains subdued. Earnings visibility has started coming back in a number of sectors.
BULLS, BEARS, & CHICKENS
July 10, 2003
A recent CNBC poll tells an interesting story about current attitudes regarding the stock market. The poll indicated that 60% of the investors questioned about their feelings toward the stock market were not bullish, nor bearish, just scared of the market. The other 40% were equally divided between the bulls and the bears.
THINKING OUTSIDE THE BOX :
THOUGHTS ON INVESTMENT CONSULTANTS AND THE INVESTMENT MANAGEMENT PROCESS
May 10, 2003
Back in the 1970's after ERISA laws came into effect, someone had a bright idea. Why couldn't accountants and attorneys who had worked with retirement plans, become consultants to interpret the new laws, work with clients to tailor plans, and perform administrative services?
"A" is for Allocation
December 10, 2002
Asset allocation accounts for 90% of investment returns. A defensive allocation has helped buffer accounts during the stock market decline.
Update from the Front
July 15, 2002
Continued market declines, the outlook, our plan, and our commitment to our clients.
Yellow Light Flashing
January 24, 2002
We are cautious about the stock market following our optimism of last October, 2001.
Holding Pieces of America
October 2, 2001
Consumer confidence, military action, lower interest rates? How will these factors affect your portfolios?
Client Update
February 28, 2001
The following newsletter is a good example of the Nicholson Capital Management's philosophy of investment management.
Who Let the Bears Out?
October 26, 2000
Our hope for the future of the stock market is that somehow investors will return to the notion of long-term investing. We are afraid we don't see that happening anytime soon because of the public's obsession of wanting performance NOW.
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