Here is a brief pre-vacation summary of the markets. I will let the pictures do most of the talking.
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We are half-way through the year. I hope your personal life was more solid than the markets which were anything but – except for commodities (energy in
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If you only looked at month-end market levels, you would have thought May was a fairly quiet month. Looking under the hood however shows intra-month swings of
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You will likely hear “… a half a point” on May 4th. Who is the Fed, what does this mean, and how many rate hikes are expected this year are important questions
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Rates – at the long-end, at the short-end, at the mortgage end – RATES!
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Global events overtook the market toward the end of February but the Fed also remains an important driver.
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The equity markets aren’t having such a happy new year. As stated last month, watch real interest rates.
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A strong finish to the year but a weak start to 2022. And watch the real interest rates and impact on growth stocks.
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Most markets began drifting lower mid-month but end-of-month news from the Federal Reserve and COVID variants caused a major pullback.
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We escaped the scary month of October on the equity front but inflation concerns took away the treats.
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As the weather starts to cool in September, so too did the markets – except for commodities.
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After a mid-month dip, most risky assets resumed their strong run higher. Continued low rates are a good thing… until they aren’t.
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