The Market Has Bad Breadth. Can It Get Better? Interest rates are approaching 5% on the 10-year Treasury, which has sent mortgage rates north of 8%. Mortgage rates have not been this high in over 20 years. High interest rates… Read More
The Super Seven: Masked Heroes or Villains The Super Seven are the larger-than-life figures of today’s stock market environment comprised of Apple, Microsoft, Nvidia, Amazon, Meta, Tesla, and Alphabet. Apple hovers near a $3 trillion valuation, Microsoft $2.5 trillion, and… Read More
Waiting for Godot A widely watched indicator on Wall Street did the unthinkable last year as the dreaded inverted yield curve raised its ugly head signaling a recession was on its way. In normal economic times, longer-dated treasuries yield… Read More
“It’s not whether you get knocked down, it’s whether you get up.”— Vince Lombardi Last year proved challenging for the market as the Federal Reserve raised interest rates aggressively to counteract high inflation. Higher interest rates and the prospect… Read More
Out with TINA and In with TARA TINA, TINA, TINA, how we loved you so. For more years than we can count, you were the apple of our eye but, sadly, now you’re gone. Not all is lost. Someone… Read More
Q3 2023 Quarterly Review & Outlook
October 12, 2023
The Market Has Bad Breadth. Can It Get Better? Interest rates are approaching 5% on the 10-year Treasury, which has sent mortgage rates north of 8%. Mortgage rates have not been this high in over 20 years. High interest rates… Read More
Q2 2023 Quarterly Review & Outlook
July 11, 2023
The Super Seven: Masked Heroes or Villains The Super Seven are the larger-than-life figures of today’s stock market environment comprised of Apple, Microsoft, Nvidia, Amazon, Meta, Tesla, and Alphabet. Apple hovers near a $3 trillion valuation, Microsoft $2.5 trillion, and… Read More
Q1 2023 Quarterly Review & Outlook
April 13, 2023
Waiting for Godot A widely watched indicator on Wall Street did the unthinkable last year as the dreaded inverted yield curve raised its ugly head signaling a recession was on its way. In normal economic times, longer-dated treasuries yield… Read More
Q4 2022 Quarterly Review & Outlook
January 17, 2023
“It’s not whether you get knocked down, it’s whether you get up.”— Vince Lombardi Last year proved challenging for the market as the Federal Reserve raised interest rates aggressively to counteract high inflation. Higher interest rates and the prospect… Read More
Q3 2022 Quarterly Review & Outlook
October 17, 2022
Out with TINA and In with TARA TINA, TINA, TINA, how we loved you so. For more years than we can count, you were the apple of our eye but, sadly, now you’re gone. Not all is lost. Someone… Read More