top of page
Search


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


March Madness For Stocks?
March Madness in college basketball brings excitement and heartbreak. We're seeing that in the market right now as certain pundits are...

Scott Poore, AIF, AWMA, APMA
Mar 15, 20245 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


Participation In Rally Broadens Among Sectors
Equities move higher, but different sectors of the market are beginning to out-pace the Mag 7. Last week we saw small cap stocks, which...
spoore1
Mar 4, 20242 min read
Â
Â
Â


Diversification In The Long Run
There may be some consolidation at the top of the equity market taking place this week, which may be bad for AI-related names, but good...

Scott Poore, AIF, AWMA, APMA
Feb 29, 20245 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


Just A Bit Outside
We've outlined how there are still doubters that the current market environment can be sustained. There will come a day when the market...

Scott Poore, AIF, AWMA, APMA
Feb 23, 20245 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


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


Time To Sell?
Recessionistas are in full force expecting an end to the recent bull market, but their understanding of market conditions may be...

Scott Poore, AIF, AWMA, APMA
Jan 26, 20244 min read
Â
Â
Â


Things Aren't Always What They Seem
Overall this week, economic data releases have been positive, which may be the problem in the short-term. The markets likely got ahead...

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


Markets Relax After Tough Start To New Year
Equities settled back in last week after a rocky start to the New Year. The market seemed to relax somewhat last week after sputtering in...

Scott Poore, AIF, AWMA, APMA
Jan 16, 20242 min read
Â
Â
Â


Markets Take A Breather After Strong Gains
After a 9-week win streak, equities gave back some gains to start the New Year. The broad indices were down across the board last week. ...
spoore1
Jan 8, 20242 min read
Â
Â
Â


Skyfall To Start The New Year?
Equity markets certainly didn't begin 2024 where they left off in 2023. Unless things change today, equities will be looking at their...

Scott Poore, AIF, AWMA, APMA
Jan 5, 20245 min read
Â
Â
Â


Miracle On Wall Street
Before we get into this week's musings, I wanted to take this opportunity to wish long-time readers of our blog and new readers a blessed...

Scott Poore, AIF, AWMA, APMA
Dec 22, 20236 min read
Â
Â
Â


Fed Provides Additional Wind At The Back Of Equities
The Fed provided the market with a Christmas gift last week, as equities continued the march higher. Though the Fed kept the Fed Funds...

Scott Poore, AIF, AWMA, APMA
Dec 18, 20232 min read
Â
Â
Â


There's No Place Like Equities For The Holidays
Equities continued to rally this week and investors got a nice Christmas present from the Grinch (I mean Fed Chairman Powell). The Fed's...

Scott Poore, AIF, AWMA, APMA
Dec 15, 20235 min read
Â
Â
Â


Markets Are Rockin'
Equity markets are poised for their 5th consecutive weekly gain, with November having turned in one of the best performances for that...

Scott Poore, AIF, AWMA, APMA
Dec 1, 20235 min read
Â
Â
Â
bottom of page