Sometimes things seem different, and yet they are still the same. Regardless of who was going to emerge victorious on election day, the...

It's usually said that markets trade ahead of the economy. So is the economy catching up? Equities declined late in the week, but...

It would appear that investors have been under a spell, so to speak, over the past 12 months, especially when it comes to AI-related...

Both equities and fixed income edged lower last week as volatility picked up. Bond yields along the curve moved higher last week. In...

Markets shifted last week as tech names gave way to "value" stocks. Economic data was better than expected last week, but a deeper look...

There are positives to take away from some of the economic data and there are some negatives. Technical data is also a little misleading...

Growth stocks rebounded last week, but AI-related names did not participate as much in the rebound. Last week's inflation numbers were...

Over the past 12 months, investing has been easy if you just bought AI-related stocks. Moving forward, companies may find profits harder...

Equity leadership has been shifting over the past few weeks, but has taken another turn after the Fed's recent rate cut. Since the...

Has the market moved on from AI? Probably not entirely, but there's definitely a new sheriff in town as other asset classes rise to the...

Markets received the first Fed cut in 4 years with glee. The Fed announced a 50 basis point rate cut last week, which was somewhat...

Be careful what you wish for, is the theme for this week's musings. The market got what it has hoped for from the Fed, now we'll see if...

We've entered a period in the markets where it's difficult to determine which way things may be headed. Market pundits, like many...

Mag 7 gives up ground while the rest of the market inches forward. While the Mag 7 was up more than 78% from the market bottom in late...

Investors sometimes have to learn the hard way that "easy money" isn't always so easy. The journey of accumulation to retirement and...

With the dawn of this year's football season upon us, the musings for this week will be football-related. While waiting for Powell's...

Risk assets were sold early last week as arbitrage trades were unwound. Equities improved later in the week as risk assets rebounded. ...

It has been two years since the markets have seen much volatility. Though the Fed signaled a rate cut in September last week, markets...

Breadth improved across the board last week, as markets may have turned a corner following a soft inflation report. The Consumer Price...

The inflation data for June was released this week and it showed that consumers are getting a break in costs. This caused a shift in the...