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04/01/2024 Market Strategy
For us the big surprise this year has not been so much the resilience of the economy but rather the substantial capitulation among the bears and bearish community…
03/25/2024 Market Strategy
For us the big surprise this year has not been so much the resilience of the economy but rather the substantial capitulation among the bears and bearish community…
03/18/2024 Market Strategy
With markets anticipating a Fed pivot stocks and bonds remain in transitional mode
03/11/2024 Market Strategy
Keeping expectations right sized and separating the signal from the noise are key at this juncture
03/04/2024 Market Strategy
There’s likely room for a further broadening of this year’s stock market rally and opportunity to see equities further climb the proverbial wall of worry.
02/26/2024 Market Strategy
A modest slip for the NASDAQ Composite last week suggested that some profit taking may have begun among technology names that have led the rally from last year.
02/20/2024 Market Strategy
Our expectations are for the Fed to remain vigilant against inflation “sticky” or otherwise and focused on making further progress toward its 2% inflation target.
02/12/2024 Market Strategy
We were reminded last week of Led Zeppelin’s “The Song Remains the Same”
02/05/2024 Market Strategy
We were reminded last week of Led Zeppelin’s “The Song Remains the Same”
01/29/2024 Market Strategy
Despite recent good news on inflation, the Fed doesn’t appear close to cutting rates