Archived Quarterly Market Reviews

QMR – 2015 Q4

Transition from Haberling Financial Group to HFG Trust
Discussion of turbulence in 2015
Intended economic growth not seen despite low rates

QMR – 2015 Q3

Rebound and recovery of US equity markets
Value vs Growth investing
Valuations create interest in Emerging Markets

QMR – 2015 Q2

Discussion of risk
Averages don t communicate the entire story
Valuation determines future return
Valuations are at the top deciles of

QMR – 2015 Q1

CFA Society s Annual Event
New brand of Quantitative Easing implemented by European Union
HFG s response to unusual market behavior

QMR – 2014 Q4

2014 was the 6th straight year of gains for the S amp P 500 13 69
Since 1928 there have only been

QMR – 2014 Q3

S amp P 500 and Dow Jones Industrial up 1 13 and 0 51 respectively for the quarter
10 Year Treasury Yield decreased

QMR – 2014 Q2

S amp P 500 and DJIA up 5 and 3 respectively for the quarter
10 Year Treasury Yield declines in 2Q from 2

QMR – 2014 Q1

Overview of Historical Bubbles
Significant amount of IPO activity
Slight increase in stock and bond prices for the first quarter
New

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