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...

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...

Update: Since our original posting, it would appear that the Fed has called an "expedited, closed" meeting for Monday, February 14th at...

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. ...

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...

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%. ...

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...

For the time being, the fundamentals seems to have taken a back seat to Fed policy and rising inflation. The economic data, for the most...

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...

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...

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...