

Accurately forecasting the short-term direction of the markets and the economy is a task best left to the “experts” (who rarely get it right). Few walked…
Last Week Approximately one-half of the S&P 500 companies have reported quarterly results. 74% have exceeded sales expectations, 79% have exceeded profit expectations. So far, much…
The Economic Cycle Is the stock market climbing a “wall of worry”?Is the stock market thinking corporate profits are starting to bottom?Is the stock market thinking…
Incoming Reports This week brings a load of reports for investors to chew on…. Last Friday’s jobs report showed the US economy added 236k jobs. This…
Q1 2023 Comes to a Close Stocks & bonds both gained, as investors warmed up to the idea that the Federal Reserve will soon finish hiking…
The first quarter of 2023 ends this week! Wow, that was quick! Are we headed for a recession? Will inflation continue to moderate? Will Stocks remain…
Forcing interest rates downward began with the Federal Reserve introducing “Quantitative Easing” (QE), in November 2008, to rescue our economy from the mortgage bust… which turned…
The economy and the markets are now even more complicated! Prior to mid-last week, inflation was the daily topic of conversation. Now to complicate matters… Silicon…
January witnessed stock and bond market indexes all moving higher, as optimism permeated due to tame inflation numbers. February brought us several higher inflation reports, sending…
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