debate winner

#183: Can The Markets Determine Debate Winner?

Historically, the markets react differently after a presidential debate depending upon who it perceives as the debate winner. Regardless of who your candidate is, the market will respond with its own perception. Here is what we believe could happen in either scenario.

fed model broken

#182: Is The Fed Model Broken?

This morning we had a lot of debate on whether or not the Fed model is broken. The Fed model uses a lot of indicators and data to determine whether or not to raise or lower rates. If you look under the hood, there is some weakness there that might give the Fed pause in September.

market volatility

#181: Will The Fed Throw The Flag And Cause Market Volatility?

The markets can be viewed as a football field. You may have your portfolio or team on the field. The Fed is the referee and the Fed can pull out the flag and call a penalty. We are seeing a lot of market volatility because the Fed has been making a lot of penalty calls recently, especially on this past Friday.

dangerous investors

#180: Boring Markets, Dangerous Investors

The S&P 500 has currently gone 40 sessions without as much as a 1% move up or down. There is no crisis to fix and this is creating bored and dangerous investors. There is a difference between a bored and a shrewd investor.

market uncertainty

#179: Market Uncertainty And Frustration Created By The Fed

Investors are frustrated over the market uncertainty that is being created by the Fed. The Fed seems to be playing a word game which is hurting the markets and creating market volatility. More in the video.

watch the Fed

#178: Investors Need To Watch The Fed

This week all investors need to watch the Fed. There is a lot going on with the Fed as Janet Yellen and the Fed governors will be meeting in Jackson Hole, Wyoming. Some new information has come out recently that points toward December as the next time we could see the Fed raise interest rates. Yellen could come out this week with the news that it could be as early as September.