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Hard Landing or Soft?
Investment management post on the possibility of an economic soft or hard landing.
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Recession Talk
March ended up being a pretty good month for stocks. What happens the rest of the year? Well, that’s largely up to the Fed’s decision on...
Fed Policy and the Possible Outcomes
There’s plenty of evidence that US markets are all about the Fed right now. When economic and inflation reports come in “hot,” the...
Strong Investing Start to 2023
Most global stock markets enjoyed a strong start to 2023 as central banks have been indicating they’re near the end of the interest rate...
Investment Clouds are Parting
As we enter 2023 the Rally Buster #1 (inflation) and rally Buster #2 (higher interest rates) unfortunately remain in place. The threat...
Investment Improvements are Happening!
It’s hard not to be surprised by the relative strength of the economy and markets as we approach year-end. Despite 375 basis points of...
New Bull Market or Bear Market Rally?
October was a very strong month for most US stocks and November has continued strong so far. It’s nice to be able to report positive...
Is there More Pain Ahead?!
As we roll into the middle of September, after 8 months of (mostly) pain, we’ve been told to expect some more. Arguments continue whether...
Is This a Recession?!
An AP economic writer recently wrote the U.S. economy is in an “awkward and confusing place”. It’s easy to see signs of trouble. Stores...
Rates Going Higher
There are clearly signs of stress. Most Americans are feeling squeezed by inflation, especially higher prices for gasoline and food. ...
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