Items of Interest Economic Overview Stubborn Inflation/The Fed’s Path Forward Immigration (HB1 Visa Debate) Policy Potential Energy Revolution Artificial Intelligence The Markets Going Forward Market Overview The fourth quarter of 2024 ended up strongly, with all four market indices advancing. The S&P 500 ended up 21% for 2024. Out of the twelve market sectors, [...]
Items of Interest Economic Overview Rate Cuts are Here (Did the Fed Get it Right?) Inflation Breakdown The Dual Mandate (The Impossible Formula) Permanent Income Hypothesis on Display Wrapping Up Election Season Economic Plans The Markets Going Forward Market Overview The third quarter of 2024 ended up, with all four market indices advancing. The [...]
Items of Interest Economic Overview Energy Prices (The War Premium) Inflation (Holding Steady) The Federal Reserve (Any Rate Cuts Coming?) Weakness & Strength (Unusual Consumer Behavior) Nvidia (Story of the Decade) The 2024 Elections (Is Europe an Indicator?) The Markets Going Forward Market Overview The first half of 2024 ended mixed, with the S&P [...]
Items of Interest Economic Strength Energy Prices (The War Premium) Inflation (Where is it Headed?) The Federal Reserve (Holding Steady) The Strong Consumer The Markets Going Forward (The Envy of the World) Market Overview The first quarter of 2024 ended with a strong rally across the board, with the S&P 500 ending up 10.79% [...]
Items of Interest Tech Soared No Recession Falling Energy Prices Christmas Spending Cheer Rates at Their Peak? The Federal Reserve (A New Approach) New Year Real Estate Rates The Markets Going Forward Market Overview The fourth quarter of 2023 ended with a strong rally across the board, with the S&P 500 ending up 24.23% [...]
Items of Interest Giving Gains/Taking Gains Still Spending Inflation (American Made) Policy, Politics, & War Strikes, AI, and Lack of Labor The Federal Reserve (Finish the Job, then Some) Real Estate Woes The Maturing Economy The Markets Going Forward Market Overview The third quarter of 2023 ended in losses across the board, with the [...]
Items of Interest Taking the Bull by the Horns Banking Consolidation (A Temporary Solution) The Strength of Corporate America Spending It All Inflation / Stagflation Policy at Work The Federal Reserve (For Better or Worse) The Commercial Real Estate Market The Markets Going Forward Market Overview The second quarter of 2023 ended in gains [...]
Items of Interest Banking (Is the Trouble Over?) Inflation Is Falling (Is It Fast Enough?) Energy In Decline The Federal Reserve (On A Razor’s Edge) Election Cycle (Trouble with China) The Strange Real Estate Market The Markets Going Forward Market Overview The first quarter of 2023 ended in mixed results, with the S&P 500 [...]
Items of Interest Energy Came in First ESG (Falling Out of Favor) The Rise and Fall of Crypto Inflation Federal Reserve (A Bumpy Landing) Another Recession? Midterm Election Results Housing Market Trouble 2022 in Review Looking Ahead to 2023 Market Overview The fourth quarter of 2022 was the only positive quarter of the year [...]
Items of Interest Energy is Still on Top Crypto (Unable to Rise) Update on Ukraine Inflation is Sticky Federal Reserve (Raising Too Late?) Recession or Depression Midterm Elections Consumers vs. Savers Housing Market Freeze Market Overview The third quarter of 2022 was a wild ride of a 12% gain followed by a 16.75% decline, [...]
