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Appreciate the Appreciation!

Inflation re-acceleration poses the most significant risk to our optimistic outlook for 2024. This places market moving weight on each CPI, PCE and PPI inflation

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Weekly Insights

Appraising AI

The Full Story: I first visited Jekyll Island, Georgia in the mid-90’s, just after the internet went public. For those not familiar with Jekyll Island,

Weekly Insights

The Noise: The Fed

The Full Story: On Wednesday, the Federal Reserve chose to leave rates unchanged for the fourth consecutive meeting.  Market participants (i.e., algorithms) scrutinized every word

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Weekly Insights

What to Expect When Wall Street is Expecting

The Full Story This time last year, pessimism reigned. Wall Street strategists were nearly unanimous in their prediction that 2023 would provide businesses with a