In honor of Aaron Judge hitting his 61st home run of the season this week, I thought I'd play on the baseball theme for this week's...

Equities were somewhat mixed last week, as investors rotated away from expensive growth stocks. Over the last 3 months, flows into Real...

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

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 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...

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...