Hefter Report

The Hefter Report - July 2018

On May 17th, responding to global growth in earnings and GDP, the US 10 year bond reached 3.11% and traders were talking about 3 to 4 more Fed rate hikes.

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The Hefter Report - June 2018

Although global stock markets have stalled since February, certain themes have emerged with varying sectors performing better than others.

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The Hefter Report - April 2018

The S&P 500, Dow Jones, Nasdaq, and the MSCI Global indices have, as of April 5, approached but failed to close under the all-important 200 day moving average on 4 different occasions.

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The Hefter Report - February 2018

It is our fundamental view that the "animal spirits" rally that began in November 2016 is still intact both domestically and globally.

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The Hefter Report - December 2017

As mentioned in our November 2016 Hefter Report, we believe the anticipation of infrastructure spending, deregulation, repatriation of funds held overseas adn now the likely passage of tax reform has led to the rapid rise of stock prices.

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The Hefter Report - September 2017

Enjoy it now. Stocks are up and performance is great. But nothing lasts forever. So what to do now?

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The Hefter Report - July 2017

I recently returned from a conference where much of the conversation revolved around industries of the future.

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The Hefter Report - June 2017

As we had forecast in our April Hefter Report, the dollar has declined relative to most foreign currencies and interest rates have continued to fall.

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