top of page
Search


Fed Adds To Market Tensions
More trouble in the Middle East last week made the Fed’s comments seem all the more poorly timed.

Scott Poore, AIF, AWMA, APMA
Apr 22, 20242 min read
Â
Â
Â


You'll Get Nothing, And Like It!
You'll Get Nothing, And Like It!

Scott Poore, AIF, AWMA, APMA
Apr 19, 20245 min read
Â
Â
Â


Inflation, Taxes, & The Middle East
Markets got spooked by a slightly higher than expected CPI report and trouble in the Middle East, on top of Tax Friday. Typically,...

Scott Poore, AIF, AWMA, APMA
Apr 15, 20242 min read
Â
Â
Â


Not Keeping Historical Perspective Can Be Lethal
An inflation number that was slightly higher than what the market expected, and you would have thought the world was coming to an end. A...

Scott Poore, AIF, AWMA, APMA
Apr 12, 20245 min read
Â
Â
Â


Fed Speakers Put A Damper On Rally
Markets were turned upside down over Fed speakers' inconsistent statements last week. Despite the fact that Fed Chairman Powell stated...

Scott Poore, AIF, AWMA, APMA
Apr 8, 20242 min read
Â
Â
Â


Got Time To Duck?
Between the Fed, geopolitical concerns, and earthquakes, markets have been a little shaky this week. I don't know if it's a long overdue...

Scott Poore, AIF, AWMA, APMA
Apr 5, 20246 min read
Â
Â
Â


Markets Continue March Higher With Strong Economic Backdrop
Equities again made new highs last week, but the leadership was different. Tech stocks took a back seat to other sectors, such as...

Scott Poore, AIF, AWMA, APMA
Apr 1, 20242 min read
Â
Â
Â


Dovish Fed Leads To More Equity Gains
Equities rallied on dovish Fed minutes last week. More Fed members appeared to adopt the belief that 3 rate cuts will happen this year,...
spoore1
Mar 25, 20242 min read
Â
Â
Â


Markets Moving Fast
Things are happening fast in the market these days and it's got a lot of market pundits perplexed. It kind of reminds me of the teenage...
spoore1
Mar 22, 20245 min read
Â
Â
Â


Rotation Takes A Breather As Market Over-reacts To CPI
Markets reacted to a slightly higher inflation number than expected. The February Consumer price Index came in as expected on a...

Scott Poore, AIF, AWMA, APMA
Mar 18, 20242 min read
Â
Â
Â


Rotation Among Asset Classes and Sectors
There was a shift in the leading sectors and asset classes last week as tech and AI-related names under-performed. Small and Mid-cap...

Scott Poore, AIF, AWMA, APMA
Mar 11, 20242 min read
Â
Â
Â


Are Stocks Trading Places This Week?
We're seeing some recent under-performance of the vaunted Mag 7 stocks, while other sectors of the market are beginning to move higher...

Scott Poore, AIF, AWMA, APMA
Mar 8, 20246 min read
Â
Â
Â


Strong Earnings Help Market March Higher
Markets resume march higher last week on positive corporate earnings. Markets were still reeling from surprise inflation numbers the...

Scott Poore, AIF, AWMA, APMA
Feb 26, 20242 min read
Â
Â
Â


Inflation & Rate Expectations Move Markets
Equities finished lower for the week for the first time since the start of the year. However, what we may be witnessing is the beginning...
spoore1
Feb 20, 20242 min read
Â
Â
Â


I Remember You
Some investors still feel the sting of the Dot.com bust in 2000. So much so, that the current market environment is being compared daily...

Scott Poore, AIF, AWMA, APMA
Feb 16, 20245 min read
Â
Â
Â


Milestones & History
Equities close above a milestone, while some question the economy. The S&P 500 closed above 5,000 last week, which really is nothing more...

Scott Poore, AIF, AWMA, APMA
Feb 12, 20242 min read
Â
Â
Â


High Enough?
How long can markets keep up this pace of higher highs? While we do think there is a case for a pullback in equities, we would expect...
spoore1
Feb 9, 20245 min read
Â
Â
Â


Economic Data Help Markets Stay Resilient
Fed Chairman Powell tried to pour water on the current stock market rally last week by taking a March rate cut off the table in comments...
spoore1
Feb 5, 20242 min read
Â
Â
Â


Who's The Real Genius?
Is Powell a genius or just lucky? We'll quickly find out in 2024 as there is a battle waging between the Fed and the market in terms of...

Scott Poore, AIF, AWMA, APMA
Feb 2, 20246 min read
Â
Â
Â


Fed Watch Week
All eyes will be on the Fed this week as market sentiment for future rate cuts is a moving target these days. Currently, odds of the...

Scott Poore, AIF, AWMA, APMA
Jan 29, 20242 min read
Â
Â
Â
bottom of page