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
Place Your (Dollar & Non-Dollar) Bets!
Markets slid sideways this week lacking meaningful catalysts. Earnings season has ended. Inflation data arrived as expected. Sentiment levels sit at neutral levels. Interest rates
What’s Awesome-ER than NVIDIA?
AI chip maker NVIDIA reported superlative quarterly results this week with sales leaping 260%, earnings leaping 460% and the stock leaping to a 100% gain
Growing Gains
Each day investors receive stock market valuation inputs: Fed decisions, economic data releases, fiscal policy changes, sentiment squiggles, weather reports, Superbowl winners, etc. Yet only
Don’t Sell in May!
The US Federal Reserve operates with a dual mandate. Per Congress, they must pursue policies that support “stable price levels” (2% inflation), and full employment
Redistricting Returns
In keeping with our current framework that interest rate wiggles are noise for traders, while economic and earnings growth are news for investors, this week
Pullbacks Welcome!
Markets sold off this week in reaction to a marginally hotter-than-expected CPI report that marked down the odds of a Fed rate cut in June,
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
Place Your (Dollar & Non-Dollar) Bets!
Markets slid sideways this week lacking meaningful catalysts. Earnings season has ended. Inflation data arrived as expected. Sentiment levels sit at neutral levels. Interest rates
What’s Awesome-ER than NVIDIA?
AI chip maker NVIDIA reported superlative quarterly results this week with sales leaping 260%, earnings leaping 460% and the stock leaping to a 100% gain
Growing Gains
Each day investors receive stock market valuation inputs: Fed decisions, economic data releases, fiscal policy changes, sentiment squiggles, weather reports, Superbowl winners, etc. Yet only
Don’t Sell in May!
The US Federal Reserve operates with a dual mandate. Per Congress, they must pursue policies that support “stable price levels” (2% inflation), and full employment
Redistricting Returns
In keeping with our current framework that interest rate wiggles are noise for traders, while economic and earnings growth are news for investors, this week
Pullbacks Welcome!
Markets sold off this week in reaction to a marginally hotter-than-expected CPI report that marked down the odds of a Fed rate cut in June,
