‘Tis The Season?
The Full Story: This week contained a cornucopia of market-moving morsels. Fed action, earnings action, tariff action, and year-end positioning pressed all three major stock
All-Time is Long Time
As markets climb to new all-time highs, it’s natural to feel a bit uneasy. After all, buying stocks when they’re most expensive feels counterintuitive. Many
Spooktober
Markets have finally fulfilled their seasonal promise of declining as we approach All Hallows Eve. Those who have known us for a long time know
The Upside to the Shutdown
After an Oval Office impasse Tuesday evening leaving the continuing resolution bill unsigned, the US government began furloughing non-essential services and employees. At stake? The
The Strategic Questions Every Sophisticated Investor Should Ask Right Now
When and how to adjust positioning in rising markets As markets continue to push higher, I’ve been asking myself: what are the strategic questions investors
Show Me The Money!
Central banks worldwide spent much of 2022–2023 draining the liquidity they had pumped into markets after COVID to combat accelerating inflation. Since then, inflationary pressures
A Risk Management Cut
The Fed convened last week and cut base interest rate policy by 0.25%. In the press conference that followed, Fed Chair Jerome Powell described this
Lower Jobs, Higher Stocks
Recent reports on the state of the US labor market have been dispiriting to say the least. Last Friday, the Bureau of Labor Statistics (BLS) released
‘Tis The Season?
The Full Story: This week contained a cornucopia of market-moving morsels. Fed action, earnings action, tariff action, and year-end positioning pressed all three major stock
All-Time is Long Time
As markets climb to new all-time highs, it’s natural to feel a bit uneasy. After all, buying stocks when they’re most expensive feels counterintuitive. Many
Spooktober
Markets have finally fulfilled their seasonal promise of declining as we approach All Hallows Eve. Those who have known us for a long time know
The Upside to the Shutdown
After an Oval Office impasse Tuesday evening leaving the continuing resolution bill unsigned, the US government began furloughing non-essential services and employees. At stake? The
The Strategic Questions Every Sophisticated Investor Should Ask Right Now
When and how to adjust positioning in rising markets As markets continue to push higher, I’ve been asking myself: what are the strategic questions investors
Show Me The Money!
Central banks worldwide spent much of 2022–2023 draining the liquidity they had pumped into markets after COVID to combat accelerating inflation. Since then, inflationary pressures
A Risk Management Cut
The Fed convened last week and cut base interest rate policy by 0.25%. In the press conference that followed, Fed Chair Jerome Powell described this
Lower Jobs, Higher Stocks
Recent reports on the state of the US labor market have been dispiriting to say the least. Last Friday, the Bureau of Labor Statistics (BLS) released