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?
markets
Market Volatility Webinar: When the Levee Breaks
Market volatility has risen dramatically this year. In this episode, we discuss the markets, Fed, levels to watch on the S&P 500, the big four stocks, potential outcomes and portfolio positioning.
Wise Men and Fools
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.
Fed Raises Interest Rates: Implications and What We’re Watching
After reducing rates from 2.5% in 2019 to zero at the onset of the pandemic, the Federal Reserve has hiked rates by 0.25%. What does this mean and what should we be watching?
Ukraine War: Market Update
This may be the most important few weeks since the 2008 financial crisis. We review the sanctions against Russia, look at the S&P 500, and discuss the Fed’s likely path forward.
Ares: Forever Quarrelling
Tensions around a possible Russian invasion of Ukraine have dramatically increased in the past week. What impacts might it have on the markets?
Fed Meeting: Popping the Bubble or Normal Volatility?
So much for the New Year’s wish of putting 2020 and 2021 behind us and getting back to normal. Or are we? The markets had one of the calmest years in history last year, mainly on the back of the mega-cap tech firms. But that calm was shattered as the market fell over 12% in […]
Houdini’s Hole
The Paramount Theatre in Austin, Texas is a city treasure. It has an amazing variety of shows, and the list of notable performers is unmatched. It was built in 1915, and began mostly as a vaudeville house. Just a few of the notable performers in its history are Miles Davis, the Marx Brothers, George Carlin, […]