Market Moment October 24, 2023

Market Moment October 24, 2023

No lack of front-page news to make investors nervous and red meat for the media. Conflict in Israel House Speaker Gridlock Looming Government Shutdown November Inflation FED Rate Increases Recession Conflict in Ukraine The above list is in an order in terms of what is...
Market Moment 8-01-2023

Market Moment 8-01-2023

In June 2022 (last year) the US hit a 40-year inflation high for the Consumer Price Index “CPI” +9.1%.  It was caused in part by the overdose of easy monetary policy by the Federal Reserve “FED” & fiscal policy by Congress.  Result = morphine money to treat a...
Market Moment 6-05-2023

Market Moment 6-05-2023

Zoom Out and focus on the current and not the ripples on top of the river. The Ripples: how the press/media and generally how most retail investors think and talk about the markets and the economy. Regional Banks have been destroyed or have required an emergency room...
Market Moment 5-01-2023

Market Moment 5-01-2023

“The markets climb a wall of worry.”  It’s a phrase that has existed since I was a young trader in 1989; and I’m sure it was around long before then.  It describes the financial markets’ ability to overcome and continue to rise in the face of negative news and...
Market Moment 8-01-2023

Market Moment 3-20-2023

2023 has continued to be volatile for the markets and the economy.  Inflation continues to cool, and FED monetary policy is now breaking things.  Despite the volatility, the financial markets for broader indexes are up; with the narrower DJIA 30 position index...
Market Moment 1-24-2023

Market Moment 1-24-2023

A New Year: Monetary Policy – a Federal Reserve reduction in rate hike pace coming to a full stop. Economic Conditions – remain resilient. Does the FED like this? Does the economy hit stall-speed?  Inflation declining. Markets – bonds stabilizing, equities following...