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Volatility Picks Up Ahead of the Fed's Meeting
Equities sold off on Friday of last week as some headline companies disappointed on 1st quarter earnings. Despite headline names like...

Scott Poore, AIF, AWMA, APMA
May 2, 20222 min read
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Equities Give Way to Fed Speak
Equities were under pressure late in the week as the multiple Fed governors floated a more aggressive stance toward rate hikes. By...

Scott Poore, AIF, AWMA, APMA
Apr 25, 20222 min read
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Go On Take The Money And Run
Much is being made lately of the Ukraine Crisis being responsible for the rise in inflation and laying the blame at the foot of Russian...

Scott Poore, AIF, AWMA, APMA
Apr 22, 20224 min read
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Equities Rotate as Inflation Marches Higher
Equities were somewhat mixed last week, as investors rotated away from expensive growth stocks. Over the last 3 months, flows into Real...

Scott Poore, AIF, AWMA, APMA
Apr 18, 20221 min read
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Highway To The Danger Zone
It's been an action-packed week despite the holiday. Both measures of inflation, PPI and CPI, were released this week and continued to...

Scott Poore, AIF, AWMA, APMA
Apr 15, 20224 min read
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Equities Continue to Adjust to Rising Interest Rates
Equities took a step back after 3 consecutive weeks of gains. High growth / momentum names took it on the chin last week as rising...

Scott Poore, AIF, AWMA, APMA
Apr 11, 20222 min read
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Solid Jobs, Rising Inflation Paves Way for Continued Hikes
Investors, oddly enough, were disappointed by the solid Jobs print for March as it solidifies the Fed's current interest rate path. ...

Scott Poore, AIF, AWMA, APMA
Apr 4, 20222 min read
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The Remusables
Recently, I've gotten into a podcast called "The Rewatchables." The show is a weekly podcast that reviews famous movies of the past and...

Scott Poore, AIF, AWMA, APMA
Apr 1, 20226 min read
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Volatility Eases Making Way for Equity Rally
The S&P 500 Index has rallied 9.2% off March 14th lows. Equities are now within 3.3% of reaching the January 4th highs and erasing this...

Scott Poore, AIF, AWMA, APMA
Mar 28, 20222 min read
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Playing With House Money
I feel like we're living through the game Monopoly, where at any turn you could land on Chance or Community Chest and get an extra $50...

Scott Poore, AIF, AWMA, APMA
Mar 25, 20224 min read
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The Fed Finally Moves
As expected, the Fed raised the Fed Funds Rate by 25 basis points at last week's meeting. The recent volatility in the markets caused by...

Scott Poore, AIF, AWMA, APMA
Mar 21, 20222 min read
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Inflation, Volatility, & Conflict
The conflict in Ukraine continues to cause volatility in the markets as world governments and corporations have ceased doing business...

Scott Poore, AIF, AWMA, APMA
Mar 14, 20222 min read
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Working The Problem
This week's inspiration comes from the under-rated, entertaining film "The Martian." Actor Matt Damon gives a Tom Hanksesque performance...

Scott Poore, AIF, AWMA, APMA
Mar 11, 20226 min read
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Strategic Petroleum Release, Strong Jobs, Fail To Ease the Markets
Last week, the International Energy Agency announced the release of 60 million barrels of oil from global stockpiles and the U.S. agreed...

Scott Poore, AIF, AWMA, APMA
Mar 7, 20222 min read
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Geopolitical Risk Just Ratcheted Higher
Despite assurances from the Biden administration to the contrary and logical reasons for not invading Ukraine, Russia has just done the...

Scott Poore, AIF, AWMA, APMA
Feb 24, 20224 min read
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Ukraine Tensions & Fed Policy
The two primary forces affecting markets right now seem to be the Ukraine crisis and Fed policy. Inflation reared its ugly head again...

Scott Poore, AIF, AWMA, APMA
Feb 22, 20222 min read
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Inflation Rising While Policymakers Remain Uncoupled
At this point, I feel like we're living in some kind of weird paradox where the obvious seems so shocking when stated aloud. Inflation...

Scott Poore, AIF, AWMA, APMA
Feb 18, 20226 min read
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Inflation, The Fed, & War Drums
Last week, inflation rose to the higher levels in over 40 years. For the 9th time in last 11 releases, the Consumer Price Index release...

Scott Poore, AIF, AWMA, APMA
Feb 14, 20222 min read
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Inflation Still Hot. Does The Fed React?
Update: Since our original posting, it would appear that the Fed has called an "expedited, closed" meeting for Monday, February 14th at...

Scott Poore, AIF, AWMA, APMA
Feb 11, 20226 min read
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Jobs Data Leaves Door Open For The Fed
Talking heads from the White House to Wall Street spent most of the week trying to get ahead of the expected bad print for January jobs. ...

Scott Poore, AIF, AWMA, APMA
Feb 7, 20222 min read
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