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Equity Rally Broadened Last Week, But Rating Downgrade Could Suspend The Rally
Positive trade negotiations with China and lower than expected inflation data helped lift all boats in the market last week. Much of the...

Scott Poore, AIF, AWMA, APMA
May 192 min read
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Fantasies Unraveled
A couple of trade deals, accompanied by an equity rally, and all of a sudden the recessionistas go running for the hills. It's almost as...

Scott Poore, AIF, AWMA, APMA
May 157 min read
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Fed Pours Cold Water On Rally, But New Trade Deals Offer Support
Equities took a bit of a breather last week as the Fed poured a little cold water on the recent rally. The Fed kept rates unchanged at...

Scott Poore, AIF, AWMA, APMA
May 122 min read
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The Waiting Game
Markets have risen more than 34% off the April lows as breadth has continued to improve. But now, investors play the waiting game - when...

Scott Poore, AIF, AWMA, APMA
May 95 min read
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Breadth Improves While Trade Negotiations Thaw
More positive news on tariffs and a strong jobs report helped fuel equities last week. Tariffs and inflation remain at opposite ends of...

Scott Poore, AIF, AWMA, APMA
May 32 min read
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Active Imaginations
Sometimes investors have active imaginations or they just try to will their ideas into the market. A data-driven approach helps keep...

Scott Poore, AIF, AWMA, APMA
May 24 min read
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Tariff Language Eases, Helping Breadth To Improve
Softening of tariff news and increased breadth helped equities rally last week. So far, 36% of S&P 500 companies have reported first...

Scott Poore, AIF, AWMA, APMA
Apr 282 min read
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Are Markets In For A Change?
Markets appear to have bounced back with some softening of tariff news. Breadth in equities has improved leading us to believe there is...

Scott Poore, AIF, AWMA, APMA
Apr 255 min read
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Markets Mixed As Tariff War Continues
Equities were mixed last week as the Fed offered little guidance and tariff news was light. Financial media continue to try to create...

Scott Poore, AIF, AWMA, APMA
Apr 212 min read
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Should Investors Carry On?
We've had about 30 days of higher-than-average volatility in 2025...so, let's just throw in the towel and go to cash. Just kidding. ...

Scott Poore, AIF, AWMA, APMA
Apr 175 min read
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Markets Ease On Tariff News
More news about potential pauses in tariffs, along with highly-leveraged institutional funds de-risking, seems to have calmed markets for...

Scott Poore, AIF, AWMA, APMA
Apr 143 min read
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It's All About Good Will?
After a few days of rough trading, it turns out all investors wanted was some good will from the President. But, was it really just all...

Scott Poore, AIF, AWMA, APMA
Apr 107 min read
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Market Liquidity In Question
Tariffs announced by the White House last week sparked what may turn out to be a worldwide liquidity event. Increased tariffs, something...

Scott Poore, AIF, AWMA, APMA
Apr 73 min read
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Tariffs & Fear
Markets unraveled this week after the release of reciprocal tariffs. Was the response justified or perhaps the opportunistic behavior of...

Scott Poore, AIF, AWMA, APMA
Apr 35 min read
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Investors In Adjustment Mode
Markets reeled last week from perceived "hot" inflation data and continued stress over tariffs. Since the peak of Mag 7 stocks in...

Scott Poore, AIF, AWMA, APMA
Mar 312 min read
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Investors Still Detoxing
Are markets melting down over tariffs or are investors just having trouble adjusting to a world where 7-10 stocks don't go up every week?...

Scott Poore, AIF, AWMA, APMA
Mar 285 min read
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Dovish Fed & Tame Tariff Talk Ease Markets
Most equity sectors were positive last week as the market seemed to like what it heard from the Fed. Volatility declined last week as the...

Scott Poore, AIF, AWMA, APMA
Mar 242 min read
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Investors Seem To Be In The Dark
Tariffs have not only confused investors, but now the Fed seems to be puzzled. It's not like we have anything to go by from past...

Scott Poore, AIF, AWMA, APMA
Mar 205 min read
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Are Recession Fears Misplaced?
Markets continue to trade on tariff news, but markets stopped making new lows last week. On March 4th, new lows on the New York Stock...

Scott Poore, AIF, AWMA, APMA
Mar 173 min read
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Market Moves Erratic Of Late
Whether its news about tariffs or the latest economic release, markets seem to be jittery with each passing headline. Students of...

Scott Poore, AIF, AWMA, APMA
Mar 65 min read
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