Pow Pow Powell!
Markets leapt to new record highs this week as Chairman Powell and the FOMC left rates unchanged, maintained their outlook for three cuts in 2024,
The small-cap run starts in earnest now, says David Waddell
David talks with Frank Holland on CNBC, unpacking the Fed’s latest news and what it means for the markets. Watch now
Guest Column: 2024 gets mean – What investors and business owners can expect this year
Read now
Dot Plot Plotting
Once a quarter, the Federal Reserve releases its Summary of Economic Projections (SEP). This report contains FOMC member projections for the unemployment rate, inflation, and
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
AI does not look like a bubble and ‘I believe in the promise of it’, says David Waddell
David Waddell discusses AI and the tech market with Brian Sullivan on Last Call. Watch now
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,
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
Pow Pow Powell!
Markets leapt to new record highs this week as Chairman Powell and the FOMC left rates unchanged, maintained their outlook for three cuts in 2024,
The small-cap run starts in earnest now, says David Waddell
David talks with Frank Holland on CNBC, unpacking the Fed’s latest news and what it means for the markets. Watch now
Guest Column: 2024 gets mean – What investors and business owners can expect this year
Read now
Dot Plot Plotting
Once a quarter, the Federal Reserve releases its Summary of Economic Projections (SEP). This report contains FOMC member projections for the unemployment rate, inflation, and
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
AI does not look like a bubble and ‘I believe in the promise of it’, says David Waddell
David Waddell discusses AI and the tech market with Brian Sullivan on Last Call. Watch now
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,
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
