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Corporate Earnings Provide Base For Higher Equities
Solid earnings help push equities higher last week. So far, 16% of S&P 500 companies have reported 4th quarter earnings and 80% have...

Scott Poore, AIF, AWMA, APMA
Jan 262 min read
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Valuations Have Consequences
Amazingly, valuations and concentrations continue to grow. While investors are benefitting today, there are always consequences down the...

Scott Poore, AIF, AWMA, APMA
Jan 245 min read
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Markets Respond To Dovish Fed
Better than expected inflation numbers last week and dovish comments from Fed speakers pushed markets higher. Despite the monthly PPI &...

Scott Poore, AIF, AWMA, APMA
Jan 212 min read
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Fundamentals Or Emotion?
Sometimes in life you just have to laugh. Fed speakers waffle, markets turn on a dime, and investors ignore fundamentals. Life is crazy...

Scott Poore, AIF, AWMA, APMA
Jan 175 min read
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Strong Jobs Raises Concerns Over Interest Rates
Investors came to grips last week with the likelihood that future rate cuts may be delayed. Last Friday's Jobs Report was higher for...

Scott Poore, AIF, AWMA, APMA
Jan 132 min read
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You Can't Ride Two Horses With One Rear End, Or Can You?
Markets are providing conflicting information and investors are unsure of what moves to make next. Can investors have the best of both...

Scott Poore, AIF, AWMA, APMA
Jan 104 min read
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Santa Rally Fades, But Equities Rebound Late
While some sectors were strong during the period, the S&P 500 failed to deliver a "Santa Rally" this year. Breadth continues to be an...

Scott Poore, AIF, AWMA, APMA
Jan 62 min read
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Concentration In Equities Cautionary Flag For 2025
Equities were poised to start the "Santa Rally" off with a bang, but struggled at the end of last week. The "Santa Rally" is...

Scott Poore, AIF, AWMA, APMA
Dec 30, 20242 min read
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"Santa Rally" In Jeopardy?
Equities lost some luster after the Fed pulled the rug out from under investors last week. The market was side-swiped by the surprise Fed...

Scott Poore, AIF, AWMA, APMA
Dec 23, 20242 min read
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Bears A Little Spirited After Fed
Unfortunately, the Fed continues to play word games and to pull the rug out from under investors. The institutional investor doesn't...

Scott Poore, AIF, AWMA, APMA
Dec 20, 20245 min read
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