Equities lost some luster after the Fed pulled the rug out from under investors last week. The market was side-swiped by the surprise Fed...

Unfortunately, the Fed continues to play word games and to pull the rug out from under investors. The institutional investor doesn't...

A lack of breadth kept most sectors down for the week. Only two sectors - Communication Services & Consumer Cyclical - finished in the...

Is this one of the last holidays for stocks, or can the FOMO trade continue? This is the fundamental question moving forward. Retail...

While equities moved higher in a holiday-shortened week, not all sectors were equal as cyclicals gave way to defensives. Even with the...

Equities and bonds dropped last week as inflation moved higher and uncertainty about tariffs, et. al. hit markets. Small Cap stocks and...

They say it only takes one generation to pass before history is forgotten...or, something like that. The reality is that investors...

Growth stocks rebounded last week, but AI-related names did not participate as much in the rebound. Last week's inflation numbers were...

Over the past 12 months, investing has been easy if you just bought AI-related stocks. Moving forward, companies may find profits harder...

Equities generate small gains in the first week of the 4th quarter as an election looms. Last week's Labor Report showed the largest...

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,...

We've entered a period in the markets where it's difficult to determine which way things may be headed. Market pundits, like many...

Risk assets were sold early last week as arbitrage trades were unwound. Equities improved later in the week as risk assets rebounded. Fed...

Markets settled back down this week as volatility eased and technology stocks rebounded. The question now remains, what is the Fed going...

Volatility has returned on Wall Street and it's affecting Main Street. While a little over a week ago markets were relatively calm and...

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...

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...

Investing involves risk - one of the truest statements, but one which most investors find very hard to fathom (or stomach). As we find...

Breadth improved across the board last week, as markets may have turned a corner following a soft inflation report. The Consumer Price...

The inflation data for June was released this week and it showed that consumers are getting a break in costs. This caused a shift in the...