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

Scott Poore, AIF, AWMA, APMA
Sep 30, 20242 min read
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Markets Absorb Fed Rate Cut
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...

Scott Poore, AIF, AWMA, APMA
Sep 23, 20242 min read
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The First Cut Is The Deepest
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...

Scott Poore, AIF, AWMA, APMA
Sep 20, 20245 min read
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Equities Rebound, But With Broader Participation
Markets pulled back last week as recession fears begin to mount, as well as thoughts that the Fed is behind the curve. This past week,...

Scott Poore, AIF, AWMA, APMA
Sep 16, 20242 min read
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What Is True?
We've entered a period in the markets where it's difficult to determine which way things may be headed. Market pundits, like many...

Scott Poore, AIF, AWMA, APMA
Sep 13, 20245 min read
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Equity Risks On The Rise
Markets pulled back last week as recession fears begin to mount, as well as thoughts that the Fed is behind the curve. The probability of...

Scott Poore, AIF, AWMA, APMA
Sep 9, 20242 min read
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Living On Borrowed Time?
Some indicators have triggered for a potential recession in the future. The conditions for a recession take some time to materialize,...

Scott Poore, AIF, AWMA, APMA
Sep 6, 20245 min read
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Market Rotation Away From AI?
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...

Scott Poore, AIF, AWMA, APMA
Sep 3, 20242 min read
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Investing Lessons
Investors sometimes have to learn the hard way that "easy money" isn't always so easy. The journey of accumulation to retirement and...

Scott Poore, AIF, AWMA, APMA
Aug 30, 20245 min read
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Labor Revision and Powell Move Markets
Fed Chairman Powell essentially gave the green light for the first rate cut next month. Tech stocks took a back seat to defensive sectors...

Scott Poore, AIF, AWMA, APMA
Aug 26, 20242 min read
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Revisionist History
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...

Scott Poore, AIF, AWMA, APMA
Aug 23, 20245 min read
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Risk Assets Rebound, Lifting All Boats
Risk assets were sold early last week as arbitrage trades were unwound. Equities improved later in the week as risk assets rebounded. Fed...

Scott Poore, AIF, AWMA, APMA
Aug 19, 20242 min read
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Smooth Talking Heads
Markets settled back down this week as volatility eased and technology stocks rebounded. The question now remains, what is the Fed going...

Scott Poore, AIF, AWMA, APMA
Aug 16, 20246 min read
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Equities Bounce As Carry Trade Unwinds
Risk assets were sold early last week as arbitrage trades were unwound. Equities improved later in the week as risk assets rebounded. ...

Scott Poore, AIF, AWMA, APMA
Aug 12, 20242 min read
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Wall Street vs. Main Street
Volatility has returned on Wall Street and it's affecting Main Street. While a little over a week ago markets were relatively calm and...

Scott Poore, AIF, AWMA, APMA
Aug 9, 20247 min read
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Volatility Returns
It has been two years since the markets have seen much volatility. Though the Fed signaled a rate cut in September last week, markets...

Scott Poore, AIF, AWMA, APMA
Aug 5, 20242 min read
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Dog Days Of Summer
For the first time in quite a while, I've had to do a 180-degree turn on the Market Musings. The Musings were partially written as the...

Scott Poore, AIF, AWMA, APMA
Aug 2, 20245 min read
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Market Rotation Deepens
Investors continued to rotate away from momentum names into Small Caps, Mid-caps and "value" names last week. More than a third of S&P...

Scott Poore, AIF, AWMA, APMA
Jul 29, 20242 min read
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Light Among The Darkness?
Investing involves risk - one of the truest statements, but one which most investors find very hard to fathom (or stomach). As we find...

Scott Poore, AIF, AWMA, APMA
Jul 26, 20246 min read
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External Factors Affecting Markets
Markets were mixed last week as breadth continued to widen, but volatility picked up. Several external factors seem to be affecting...

Scott Poore, AIF, AWMA, APMA
Jul 22, 20242 min read
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