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Fear or Rationality Weekly CEO Commentary 11-19-12 Tim Phillips, CEO – Phillips & Company With the markets down 3.7% in the last three weeks, it's easy to think investors are fearful. Or, they could also be rationally pricing in some legitimate issues. Let's take the… More >>

  The Emotional Cliff: Jumping is not a StrategyWeekly CEO Commentary 11-12-12Tim Phillips, CEO – Phillips & Company Before I get into my market commentary, I want to take a minute to extend a thank you to all of our veterans and active duty military personnel for all… More >>

Does It MatterWeekly CEO Commentary 11-5-2012Tim Phillips, CEO – Phillips and Company Of all the times to not be political, now is one of the best. In what looks like a very close election and polls suggesting an evenly divided country, I am sure emotions are running… More >>

Managing Earnings and ExpectationsWeekly CEO Commentary 10-29-12Tim Phillips CEO, Phillips and Company We are over two weeks into earnings season, and it looks like companies are doing two things: managing their earnings well, and also managing expectations well. Through the… More >>

The Stealth Consumer Weekly CEO Commentary 10-22-12 Tim Phillips, CEO – Phillips and Company For the third month in a row, retail sales numbers were stronger than expected according to the US Census Bureau. Perhaps the consumer is doing better than most give credit.… More >>

Q4 2012 Look Ahead: Look Beyond 66 DaysWeekly CEO Commentary 10-15-12Tim Phillips, CEO – Phillips and Company Every quarter for the last several years, I have presented a “Look Ahead” for the coming quarter during my committee meetings with institutional… More >>

Part Time ConfusionWeekly CEO Commentary 10-8-12Tim Phillips, CEO – Phillips and Company In September, the unemployment dropped to 7.8% from 8.1%, according the Bureau of Labor Statistics report last Friday. With such a dramatic drop in the unemployment rate, you would… More >>

The Real Meaning of RetailWeekly CEO Commentary 10-1-12Tim Phillips, CEO – Phillips and Company If you look at the chart below from the Federal Reserve, the dramatic peaks in the non-seasonally adjusted retail sales (green line) paint a clear picture, ‘tis the… More >>

  Wealth Does Not Equal Consumption: How Long Can This Last?Weekly CEO Commentary 9-24-12Tim Phillips, CEO – Phillips and Company It's abundantly clear that Chairman Bernanke has been hard at work, and his actions have now had a positive impact on investors. As we have… More >>

The Kitchen SinkWeekly CEO Commentary 9-17-12Tim Phillips, CEO – Phillips and Company Last week the Federal Reserve announced additional steps to try to support a stronger economic recovery according to their press release on September 13, 2012. Here's what they are… More >>