Pullbacks Welcome!
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,
David S. Waddell
April 12, 2024
Posts by Timothy W. Ellis, Jr., CPA/PFS, CFP®
Blog
Pullbacks Welcome!
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,
David S. Waddell
April 12, 2024
Blog
“Hey AI, How Much Money Will You Make?”
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.
David S. Waddell
April 7, 2024
Weekly Insights
Pow Pow Powell!
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,
David S. Waddell
March 23, 2024
Weekly Insights
Dot Plot Plotting
Once a quarter, the Federal Reserve releases its Summary of Economic Projections (SEP). This report contains FOMC member projections for the unemployment rate, inflation, and
David S. Waddell
March 15, 2024
Blog
Appreciate the Appreciation!
Inflation re-acceleration poses the most significant risk to our optimistic outlook for 2024. This places market moving weight on each CPI, PCE and PPI inflation
David S. Waddell
March 3, 2024
Weekly Insights
Appraising AI
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,
David S. Waddell
February 24, 2024
