Blog
Blog
Is it Time to Step Back and Look Again?
Executive Summary Over the past decade, the Fed’s monetary policy was seen as the most important determinant for the direction of the [...]
Did May’s Job Gains Eliminate a Recession?
Executive Summary Last Friday the Bureau of Labor Statistics reported 339,000 new jobs were created in May, and the unemployment rate increased [...]
Have Speculators Reached a Fever Pitch?
Executive Summary Recent market movements attributable to “AI” (artificial intelligence) are reminiscent of the 1990’s “.com” era. Recently, Nvidia, a graphics processor [...]
Has the Bear Market Ended?
Executive Summary After losing around 34% throughout 2022, the Nasdaq 100 index has bounced nearly 30% off the lows. Most of this [...]
How is the Consumer Faring?
Executive Summary After over a decade of zero-interest rate policy, a pandemic, and massive government stimulus, inflation finally arrived with a vengeance [...]
Has the U.S. Entered a Vicious Circle?
Executive Summary Last week’s Federal Funds Rate increase of .25% brings the rate over 5%, all part of the Federal Reserve’s fight [...]
Is the Stock Market Strong?
Executive Summary While the S&P 500 has recovered some of its 2022 losses, do not be fooled into thinking all is well. [...]
Can Inflation Erode One’s Savings?
Executive Summary When inflation is running below 2% annually, it does not get much attention. However, last year when it hit 9%, [...]
Are Investors Falling Prey to “Short-termism”?
Executive Summary Due to technological advances, stock market data and trading are both more available and much faster. This leads investors to [...]