Thought Leadership Archive
Perhaps not surprisingly, I have gotten a lot of questions this week about what impact Donald Trump’s enormous wish list will have on the economy. More specifically, folks seem to be pretty worried about the impact…
To listen to the full episode, click here. John Norris (00:29): Well, hello again everybody. This is John Norris with Trading Perspectives. As always, we have our good friend, Sam Clement. Sam, say hello. Sam Clement…
Simply put, it has been a hard year to complain about. Of course, some investors can always find a reason–but that’s nothing new. THE STOCK MARKET This year marked a notable and positive shift in the…
At the end of 2023, very few had high expectations for the upcoming year. There were any number of headwinds facing the economy, and the U.S. stock markets had just had a surprisingly strong year. The…
The year 2024 was another strong year for performance, even though we started to see signs of strain. Amid Middle East and Eastern European turmoil, higher interest rates and domestic union strikes, the S&P still managed…
After two consecutive years of outsized returns, it remains to be seen what U.S. stocks can deliver in 2025. The easy-money bet would be for increased volatility and lower returns in the upcoming year. However, you…
THE FEDERAL RESERVE It has been so long since the Federal Reserve had a “normal” easing cycle that many investors seem to have forgotten an important distinction: the Fed only cuts the overnight rate, not all…
FIRST: REVIEWING THE PATH TO 2024 Toward the end of 2023, I participated in a podcast with a nationally recognized economist about the prospects for the upcoming year. His forecast for the first half of 2024…
INTRODUCTION With the U.S. general election behind us, attention turns to proposed policy changes during a Trump 2.0 presidency. Major talking points of the Trump administration surround the efficiency of our government’s spending. From discussions on…
If you liked the equity markets in 2023, you probably enjoyed what the stock markets did in 2024. The average stock in the S&P 500 had a solid year, but the index as a whole delivered…