Blog

Reality Check

Markets retreated this month after January’s strong returns.

• Minutes of the January 31 – February 1 Fed meeting reflected expectations...

A great start to the year

The markets breathed a sigh of relief in January. After finishing a difficult 2022 they launched into the new year on hopes...

Evaluating the rally

Two young fish meet an older fish, who nods at them and says, "Morning, boys. How's the water?" The two young fish swim along,...

Evaluating the rally

The market touched a new low in October and produced a strong rally for the rest of the month, and this positive performance...

Inflation and Earnings and Elections, Oh My!

There were a host of worries this October that might have kept us from following the yellow brick road...

Avalanche Prevention

Skiers often hear explosions during their morning preparation as the resorts trigger mini avalanches up on the mountain. The...

The old investing adage, “don’t fight the Fed”, was in full force in August as both stocks and bonds declined after hearing a more resolute tone from...

Markets marched expeditiously higher in July as investor optimism increased on signs that inflation may be softening. The S&P 500 index (large-cap US...

US stocks, as measured by the S&P 500 index, reached an all-time high in late December of 2021. From there, a confluence of risks and realities has...

For markets, economies, and geopolitics, 2022 has felt like all bad news. At its worst point in mid-May, the S&P 500 index (large US companies) had...