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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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Are Markets Dependent On Geopolitical Situation?
Despite some good economic news this week, markets appear to be immersed in the Ukraine-Russia conflict. A good example was this...

Scott Poore, AIF, AWMA, APMA
Mar 4, 20223 min read
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Sanctions on Russia, Oil Rises, & Talks Begin
Markets are uneasy this morning as sanctions on Russia and Vladmir Putin's personal assets are causing doubts about future global...

Scott Poore, AIF, AWMA, APMA
Feb 28, 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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Jobs Data, Shipping, & Oil
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...

Scott Poore, AIF, AWMA, APMA
Feb 4, 20226 min read
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Battle Ongoing Between Fed & Investors
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%. ...

Scott Poore, AIF, AWMA, APMA
Jan 31, 20222 min read
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Fed Policy Confuses & Markets Throw Tantrum
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...

Scott Poore, AIF, AWMA, APMA
Jan 28, 20223 min read
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