Markets Rebound on Slowing Inflation
Capital markets continued their rebound after a strong October with the S&P 500 returning 5.6% after an 8% return in October. The S&P 500...
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Nov 11, 20222 min read
A Divided Electorate
The lead editorial in Thursday’s Wall Street Journal began, “A polarized but closely divided America elected a closely divided Congress...
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Oct 4, 20222 min read
There Is Opportunity In All Markets
“Higher interest rates, slower growth and a softening labor market are all painful for the public that we serve, but they’re not as...
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Sep 1, 20222 min read
Recession on the Horizon?
After falling 20% from January to mid-June, the S&P 500 stock index rallied over 17% by August 16. On that day, a new federal stimulus...
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Aug 8, 20223 min read
Dividends for the Long Run
As expected, the Fed raised the Fed Funds rate another 0.75% in its attempt to catch up with its tardy response to soaring inflation....
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Jul 6, 20222 min read
Cash Was King During 2nd Quarter
Cash was king during the second quarter as both the stock and bond markets suffered significant declines. With inflation and interest...
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Jun 3, 20222 min read
History Suggests Better Markets Ahead
The S&P 500 continued its decline in the first three weeks of May but a strong rally in the final week led to a flat market for the full...
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May 3, 20223 min read
Strong Earnings Fail to Help Stock Market
The S&P 500 index dropped 4.9% last month and 13.3% year-to-date. The NASDAQ index had it worst month since October 2008. Bonds have not...
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Apr 5, 20222 min read
First Quarter Recap
It was quite a first quarter: The S&P 500 fell 4.9% in the first quarter, snapping a seven-quarter winning streak, while the Dow slid...
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Jan 3, 20224 min read
What a Year! What's Ahead?
The U.S. economy has been the prime beneficiary of a relatively robust consumer sector. After plunging off the charts during the initial...
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Dec 2, 20212 min read
Omicron and the Fed Rattle the Markets
Two items increased stock market volatility at the end of November – the emergence of the omicron variant of covid and the Fed’s...
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Nov 1, 20213 min read
Time, Not Timing, Is The Key To Building Wealth
Most of the major U.S. stock market indices ended October at or near all-time highs. The bull market that began in March of 2009...
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Oct 4, 20213 min read
Stagflation Fears Lead to Market Pullback
The S&P 500 saw its seven-month winning streak end in September as the index dropped 4.8% for the month. Every sector declined with the...
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Sep 3, 20212 min read
Positive Fundamentals Drive Stock Market Higher
The S&P 500 just logged its seventh consecutive monthly gain, marking its longest winning streak since January 2018. Indeed, there has...
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Aug 4, 20212 min read
Stocks Rise But Inflation Lurks
Fiscal and monetary policies have flooded the world with liquidity, keeping bond yields at historically low levels. The Fed is buying...
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Jul 2, 20212 min read
An Amazing First Half
It was quite a first half of the year for investors: meme stocks, cryptocurrency bubbles, inflation scares and the S&P 500 closed June 30...
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Jun 9, 20212 min read
Strong First Quarter Earnings
The current business cycle has been unprecedented. Last year’s recession was among the worst in US history, but it lasted just two...
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May 5, 20212 min read
Strong Economy & Strong Earnings -- Does Inflation Follow?
Real gross domestic product—the sum of all goods and services produced in America adjusted for inflation—grew by an annualized rate of...
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Apr 5, 20212 min read
Economy Strengthening--Will Market Follow?
The S&P 500 stock index rose in the first quarter, continuing its strong advance since the March 2020 bottom. However, the market...
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Mar 5, 20212 min read
2021: Tug of War Between Rising Earnings and Rising Interest Rates
The S&P 500 stock index has risen 75% since bottoming in March of 2020. It is the strongest bull market rally since the 1930s. Fueled by...
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