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...

Given the start to a new year, we're taking this opportunity to release our Market Outlook for 2022 in place of our normal Market Musings...

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...

Fears over the Omicron have eased as positive data out of South Africa is proving the variant much less deadly than it's predecessor...

At this rate, I should just rename this blog "Market Musical Musings." This week we take our headline from the holiday hit "All I Want...

Markets have been hit with a lot to digest lately. The Friday of Thanksgiving week the Omicron variant of COVID was publicized. On...

In keeping with the Christmas song theme, I borrowed this week's musings headline from the Christmas classic, "Do You Hear What I Hear?"...

Typically, holiday-shortened weeks are met with lower trading volume. That usually leads to less volatility as fewer large trades have...

It’s a holiday-shortened week, so volumes overall should be lower this week. Overall last week, the economic news was positive. While...

I know we haven't even finished Thanksgiving yet, and I really don't like it when the department stores and businesses start putting...

With most of the companies in the S&P 500 Index having reported 3rd quarter earnings, at this point it’s not so much how well they have...

With the rising costs of goods and services due to inflationary pressures, it's important to put inflation into the proper context. For...

The answers to these questions are "yes" and "yes." While valuations are definitely stretched for most equity sectors, inflation has put...

This children's song is appropriate given where the Fed and Congress are on getting inflation, the supply chain, and labor back on track....

October turned out to be the best month of the year for the S&P 500 Index, so far. Equities were up 7.01% for October. With inflation...

As a child, Halloween was one of my favorite holidays because of all the - you guessed it - candy! It was one of two holidays as a child...