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What’s Sequestering Stocks?
Periodically, and currently, markets seem disoriented. Soft economic data pairs poorly with small cap outperformance. Higher inflation readings pair poorly with lower rates. US currency
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The Powell Payday!
For those who watched our 2024 halftime report, you will recall our concern that the greatest risk for investors resided within the tension between the
The Storm Before the Calm
The Full Story: This week produced a deluge of earnings reports, Fed policy decisions, and economic reports. Each held stand-alone information that told investors one
The Most Important Thing
The Full Story: The most important thing when forecasting markets is to know what the most important thing is. Over the past few years, the
Jay Day
The Full Story: Federal Reserve Chief Jerome Powell is not an economist. Jerome studied politics at Princeton and obtained a law degree from Georgetown. He
Happy Halftime!
While we spend much of our energy looking forward, and we will devote many watts to our upcoming Halftime Outlook, it seems appropriate, and it
FOMZzz
The Federal Reserve’s FOMC meeting results this week were a snooze fest. The Fed has now held rates steady at 5.5% for 12 months. They
