Economy Outlook – A Moving Pendulum
A Moving Pendulum in a Seemingly Stable Financial System
From interest rates and inflation to the job market and recession,[…]
Market Responses to Fed (In)Action
As the economy is likely downshifting, investors should take heed that the Federal Reserve’s (Fed) current stance is[…]
FOMC Preview: Fed Skip, Pause, or Hike?
The Federal Reserve (Fed) meets this week where it is largely expected to not raise short term interest[…]
Strong First 100 Days a Positive Sign for the Rest of 2023
Last week we reached the 100th trading day of 2023, and a productive 100 days for stocks it was.[…]
Earnings Update: Better than Feared Undersells These Results
First quarter earnings season is nearly complete, and it has caused us to regret titling our earnings preview[…]
King Dollar Still Rules: Why It Continues to Reign
Much has been written lately about the threats facing the reserve currency status enjoyed by the U.S. dollar. “De-dollarization”[…]
Does This “May” Stock Market Adage Come into Play?
“Sell in May and go away” is probably the most widely cited stock market cliché in history. Every year[…]
Commentary: Concerns with the Small Business Sector
Investors use various analogies to describe the importance of small businesses in the domestic economy. Some refer to the[…]