Sometimes investors have active imaginations or they just try to will their ideas into the market. A data-driven approach helps keep...

In a shorter-than-normal week, the biggest piece of news out of the economic data was the Federal Reserve’s Beige Book. The report is an...

I thought it appropriate this week, since we're experiencing rising inflation akin to the 1980s, to channel my inner hair-band. One of...

Equities had a rough week last week in spite of a Friday rally. Overall, most indices were down 1% or greater for the week. Language by...

Equities were under pressure late in the week as the multiple Fed governors floated a more aggressive stance toward rate hikes. By...

This week's inspiration comes from the under-rated, entertaining film "The Martian." Actor Matt Damon gives a Tom Hanksesque performance...

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...

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...

While some of the same problems from 2021 will likely affect markets in 2022, there is likely going to be a shift in market returns from...

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...

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...