Hamilton Capital Management - Registered Investment Advisor


Regional Specialists Review May 2015

It's not exactly the apocalypse, but in early 2015 we have encountered Four Horsemen of sorts: Cold and snowy winter weather. West Coast port closures and a related work slowdown. A strong U.S. dollar. Oil-sector retrenchment.

Much in economic growth and financial markets hinges on whether these four factors are temporary or long-lived. Our view? They're both, though perhaps not as you might think. Specifically we feel that the harsher-than-normal weather and port problems will be reversed rather quickly. As to the U.S. dollar and oil-patch weakness, we're living through their harshest impacts as we speak, but, in another 3-9 months, we could see some reversal and may actually see their symbiotic value come through. Whether that will be enough to reverse tepid profit growth, though...

View more

Bookmark and Share

Privacy Policy | Terms of Service

Copyright © 2011 Hamilton Capital Management. All rights reserved.