Late Summer Early Fall Pullback
Weakness in the labor market and fears of a potential recession in the US have rattled global investors. But we find it hard to believe...
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Is this the Investing Dog Days of Summer?
At the risk of sounding like a broken record, as we enter the Dog Days of Summer the “soft landing” scenario remains intact. First half...
AI Helping Markets Increase
Volatility is not an easy thing to live through, but investors must think of it as part of the price they have to pay for the benefit of...
Investing is Not Always Smooth Sailing
Investing during difficulties
Reasons to think Positive about Markets.
We believe there are at least three solid reasons that the gains we’ve seen in the 1st Quarter are sustainable, and that the equity...
The Hike has stopped!
The Fed has stopped hiking its target interest rate and the economy remains largely resilient. After a strong year results-wise in 2023,...
Confidence Rising
In the run-up to this issue, we have seen confidence increase across several different economic areas. For example, recently we saw a...
Rocking the Economy: How US Consumer Spending Is Driving Growth.
Amazingly, the US consumer has continued to be a rock star. The signs are there for all to see. Retail sales grew 4.1% year-over year...
Soft Landing Conditions Improve
We have been making the case for an economic “soft landing” for most of this year. This stance was not a consensus view in the Spring. ...
Are Annuities a Good Investment?
“Don’t lose money in the Wall Street casino!” the radio announcer blared. “It could take a lifetime to make up your losses in the stock...
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