Markets sold off this week in reaction to a marginally hotter-than-expected CPI report that marked down the odds of a Fed rate cut in June,
As markets gyrated this week between “will they” or “won’t they” June rate cut debates, I withdrew to focus on larger and more important questions.
Markets leapt to new record highs this week as Chairman Powell and the FOMC left rates unchanged, maintained their outlook for three cuts in 2024,
The Full Story: I first visited Jekyll Island, Georgia in the mid-90’s, just after the internet went public. For those not familiar with Jekyll Island,
The Full Story: On Wednesday, the Federal Reserve chose to leave rates unchanged for the fourth consecutive meeting. Market participants (i.e., algorithms) scrutinized every word
The Full Story This time last year, pessimism reigned. Wall Street strategists were nearly unanimous in their prediction that 2023 would provide businesses with a
The Full Story: As this year closes, I am particularly grateful that our optimistic outlook for 2023 came to pass. Our primary investment thesis contained
The Full Story: On Wednesday, Chairman Powell finally said what most of the investment world has been thinking: With inflation falling convincingly, it’s time to
Markets sold off this week in reaction to a marginally hotter-than-expected CPI report that marked down the odds of a Fed rate cut in June,
As markets gyrated this week between “will they” or “won’t they” June rate cut debates, I withdrew to focus on larger and more important questions.
Markets leapt to new record highs this week as Chairman Powell and the FOMC left rates unchanged, maintained their outlook for three cuts in 2024,
The Full Story: I first visited Jekyll Island, Georgia in the mid-90’s, just after the internet went public. For those not familiar with Jekyll Island,
The Full Story: On Wednesday, the Federal Reserve chose to leave rates unchanged for the fourth consecutive meeting. Market participants (i.e., algorithms) scrutinized every word
The Full Story This time last year, pessimism reigned. Wall Street strategists were nearly unanimous in their prediction that 2023 would provide businesses with a
The Full Story: As this year closes, I am particularly grateful that our optimistic outlook for 2023 came to pass. Our primary investment thesis contained
The Full Story: On Wednesday, Chairman Powell finally said what most of the investment world has been thinking: With inflation falling convincingly, it’s time to