Just wanted to provide a quick update as everyone prepares for the holiday week. We’ll send out a more detailed report next week. Big Picture Markets have remained calm after the massive gain two weeks ago following a milder than expected inflation number. Earnings for the most part have been better than feared. Markets are […]
We’ve all been there. (At least those of us with kids have been.) The start of a long road trip. Everyone is excited to get going. Then you get 8 minutes into an 11-hour drive, and you hear the famous words emanate from the backseat…”Are we there yet?” We’ve all been through bear markets too. […]
The Federal Reserve met today and increased rates by 0.75%. After a volatile trading session, stocks finished down almost 2%. When might the Fed be done raising rates?
Stocks had the worst day since the depths of COVID after inflation data came in higher than expected. We’ll discuss the following in this report: Market Overview What is the Reason for the Decline? Portfolio Updates Let’s get to it. Market Overview Major stock indexes had huge losses today: S&P 500 Index: Down 4.3% Dow […]
Markets have rebounded from the lows in June. Can we assume that the lows are in place for this bear market? It may be dependent on whether we are in a recession or not.
Market volatility has risen over the past few days, and risks have increased dramatically. We are reducing equity exposure to find shelter from this market storm.
Last week, the market made an important move higher just when it needed to. This sets up for the most important two weeks of the year. Will the move higher continue?
An important skill in volatile markets is to acknowledge that you don’t know what will happen. We review the conflicting signals to help understand the current environment.