In honor of rising inflation, lately I've been listening to some of my favorite tv show themes from the '70s & '80s on Spotify. One tv...

We saw the markets respond to the end of QE in 2014 with a temporary sell off that resulting in the S&P 500 Index moving lower by 7.6%. ...

Equity markets have not taken kindly to current Fed policy and the broad index is down about 10% from January 4th highs. We believe that...

For the time being, the fundamentals seems to have taken a back seat to Fed policy and rising inflation. The economic data, for the most...

For the 2nd consecutive week, investors struggled to digest comments from the Fed. In his testimony on Tuesday before the Senate, Fed...

The primary concern among investors at this point is a Fed policy mistake. In our view, that ship may have already sailed. One of my...

Equity markets were spooked on Wednesday of last week as the dot plot was shifted from rate hikes beginning in the 2nd half of 2022 to...

While some of the same problems from 2021 will likely affect markets in 2022, there is likely going to be a shift in market returns from...

The Fed announced last week that Tapering of bond purchases would proceed at a faster pace ($30 bil per month) than originally advertised...

I borrowed this week's title from a Christmas movie classic to relay how much the Fed can move markets. The famous quote from the movie...