A Pivot from Earnings to Economics, from Inflation to Employment
Corporate earnings are strong, appear to be robust for the year, and are forecasted to be even
The Economy is Slowing
The faint caution lights indicating an economic slowdown only a short time back are now beginning to flash brightly. It seems highly
The week of Independence Day is one of our favorite times of year. It allows us to reflect upon our history and to remember our many blessings and freedoms.
Longer-term the market moves on fundamentals. And, if we've known each other for even only a brief time, you likely know the next sentence: The most basic of
This looks to be an interesting week, and we’re not simply referring to the eclipse.
All eyes will be on Wednesday’s CPI report to see how well the Fed is
Yesterday the Federal Open Market Committee (FOMC) of the Federal Reserve spoke. And, fortunately for the markets, the Fed had a good story to tell.
As
Fundamentals… Expensive
At first glance, the market appears to be expensive. After all, based on street consensus, the S&P is currently trading at 21 times
Have you ever looked at something, perhaps a specific situation, and at first saw nothing out of the ordinary or unique, or maybe not even anything at all? But
If asked whether the stock market would hit a record high in 2024, what would you say? As it turns out, one could say with complete confidence that 2024 would
We find it prudent to rely on fundamentals of the economy and markets to guide us. This mantra remains as true today as it was in the beginning. But we also
What a November!
After three consecutive ugly months, equities moved up nicely in November. Perhaps even more exciting, the rally was widespread and not
Happy Thanksgiving to you and yours!
Do you recall as a kid going around the Thanksgiving table and naming things in which you were thankful? This is a