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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 19, 20252 min read


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 15, 20257 min read


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 12, 20252 min read


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 9, 20255 min read


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 3, 20252 min read


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 2, 20254 min read


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 28, 20252 min read


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 25, 20255 min read


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 21, 20252 min read


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 17, 20255 min read


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 14, 20253 min read


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 10, 20257 min read


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 7, 20253 min read


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 3, 20255 min read


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 31, 20252 min read


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 28, 20255 min read


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 24, 20252 min read


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 20, 20255 min read


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 17, 20253 min read


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 6, 20255 min read
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