Fed Impatience and the Ghost of Volcker
02.07.2023 In his quest for credibility, Federal Reserve Chairman Jerome Powell has been beating a hawkish drum. […]
Reading the Earnings Tea Leaves
02.02.2023 We’re in the busiest week of earnings season, looking out toward a year of uncertainty. If […]
A Closer Look at International Developed Equities
01.25.2023 International stock markets have been leading the way since the equity market bottom of last October. […]
Congressional Hatfields and McCoys Headed for Debt Ceiling Showdown
01.18.2023 The Treasury Department announced Friday that the US will officially reach its debt limit on January […]
How Interest Rates Will Affect the Economy in 2023
01.11.2023 Blame inflation readings not seen in over 40 years: 2022 saw interest rates spike between two […]
Recap 2022 – Outlook 2023
01.04.2023 Last year was all about inflation and its knock-on effects. The Fed’s aggressive rate hikes ripped […]
Is the Market Fairly Valued?
12.20.2022 Market turbulence this year has shaken investor confidence, begging the question: Are we in a bubble […]
A Turning Point for Inflation
12.13.2022 This morning’s CPI report represents a turning point for the Federal Reserve’s battle against inflation. US […]
Equities Brace for Recession
12.07.2022 An across-the-board rate rise has rocked the S&P 500 this year. Though the Index is down […]
Retailers Race Against Recession
12.01.2022 Christmas selling season is in full swing: holly and tinsel are draped from store shelves and […]
FTX Collapse a Dose of Reality for Crypto
11.16.2022 The rise of crypto was a response to the 2008 financial crisis, as a growing faction […]
How to Prepare for Endemic Inflation
11.14.2022 Investors were finally greeted with good news on the inflation front last week. The widely watched […]
Strategies for Investment Tax Independence
11.02.2022 Clearly, 2022 has been a lousy year for investors. We can blame interest rates two to […]
Is the Fed Poised to Pause?
10.26.2022 The equity downturn has reversed over the past week on the prospect the Federal Reserve is […]
Fighting the Fed
10.19.2022 Equity investors have been remarkably resilient in the face of an unprecedented Fed fight against generational […]
Q3 Earnings Will Show Damage from Rates, Inflation, Dollar
10.12.2022 Investors are nervous about Q3 earnings season, as evidenced by recent market volatility. Over the last […]