3 days ago
Bear Market Rally?
Commodity Prices We're close to finishing what's been the worst start to the year in history, and we are analyzing what could drive the market higher in the second...
June 17, 2022
Farewell TINA
Interest Rates Last week, the Federal Reserve made the decision to raise rates by three quarters of a percent or 75 basis points which was said to be off...
June 13, 2022
Nine Trillion-Dollar Decision
Core Goods Inflation Everybody is focused on inflation because it is impacting their pocketbooks. We are looking at it from a market standpoint and the reason is because inflation...
June 6, 2022
Please Take a Trip
Consumer Travel We've been watching the jobs numbers all year because we've been talking since late 2020 about how the US consumer has been spending more on goods vs...
May 27, 2022
Companies vs. Consumers
Corporate Earnings We wanted to address the strong corporate earnings we are seeing versus the conflicted lower consumer sentiment. First, we will go over corporate earnings. You will see...
May 23, 2022
Markets and 1970
A Time in History The market is down for the eighth week in a row and because of that, we wanted to look back in history to see what...
May 16, 2022
Consumer Down, But Not Out
Consumer Sentiment We will be watching the retail sales number closely this week as the U.S. consumer is showing weakness. The weakness in the consumer matters because consumer spending...
May 9, 2022
Can Supply Meet Demand?
Interest Rates The Fed, as expected, raised interest rates by 50 basis points. One of the things the market took as a positive is that the Fed took the...
May 2, 2022
Money, Money, Money
Rate Hikes and The Fed The Federal Reserve is fully expected to raise interest rates when they meet on Tuesday and Wednesday. They're planning to announce their decision late...
April 25, 2022
Is Everything Okay in the USA?
Rate Hikes and The Fed Last week we seemed to be having a bit of a rally. Even through mid-day on Thursday, the market was up, but then chairperson, Jerome...