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Fed & Treasury Nearly Hijack Markets
Equities rallied last week, but saw downward pressure on Friday after debt ceiling talks stalled and the Treasury Secretary's comments on...

Scott Poore, AIF, AWMA, APMA
May 22, 20232 min read
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FOMO Or The Real Thing?
Equities have rallied this week between 1 and 3%, depending upon which market index you're tracking. Then our fearless leaders began...

Scott Poore, AIF, AWMA, APMA
May 19, 20235 min read
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Markets Stuck Among Crosswinds
Markets are stuck in a holding pattern as interest rates, the debt ceiling, and banking woes keep equities tamped down. The Housing and...

Scott Poore, AIF, AWMA, APMA
May 15, 20232 min read
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Markets In Holding Pattern
Markets seem to be in a holding pattern as there is still uncertainty surrounding interest rates, banking solvency, and the debt ceiling....

Scott Poore, AIF, AWMA, APMA
May 12, 20236 min read
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Fed To Raise Rates, But What's Next?
Markets were mixed last week as tech earnings out-performed, but financial sector woes resurfaced. Overall, 53% of S&P 500 companies have...

Scott Poore, AIF, AWMA, APMA
May 1, 20232 min read
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Hell Bent And Fancy Free
For some strange reason, the Fed appears to be "hell bent" on raising rates next month. Fed speakers have been largely hawkish in...

Scott Poore, AIF, AWMA, APMA
Apr 21, 20237 min read
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Inflation Declines and Bank Earnings Surprise
Equities were higher last week as initial banking earnings surprised to the upside and inflation continued to decline. The year-over-year...

Scott Poore, AIF, AWMA, APMA
Apr 17, 20232 min read
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Strong Jobs Report Contradicts Shaky Economic Data
Equities were mixed after a shaky week of economic data, until Friday’s Labor Report. The economic data looked worse than it actually...

Scott Poore, AIF, AWMA, APMA
Apr 10, 20232 min read
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Slice Or Hook?
Never underestimate the Fed's ability to let a good crisis go to waste. We have written a lot about recent policy mistakes by the...

Scott Poore, AIF, AWMA, APMA
Apr 7, 20235 min read
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Ease In Banking Concerns
Equities marched higher last week as volatility eased and banking concerns declined. With the banking fears and economic fears, earnings...

Scott Poore, AIF, AWMA, APMA
Apr 3, 20232 min read
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Fed And Treasury Not On The Same Page
Markets were somewhat resilient last week, given the disaster that was the Treasury Secretary’s speech before Congress. Things were going...

Scott Poore, AIF, AWMA, APMA
Mar 27, 20232 min read
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The Good, The Bad, And The Yellen
What a couple of weeks it has been! Last week, markets adjusted to the possibility of a banking crisis contagion. This week, markets...

Scott Poore, AIF, AWMA, APMA
Mar 24, 20236 min read
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Policy Error, Risk Management, and 'There's An App For That'
Equities were mixed last week, while bonds moved higher as confidence in the banking sector continued to waiver. First, a quick recap on...

Scott Poore, AIF, AWMA, APMA
Mar 20, 20233 min read
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