Thought Leadership Archive
Recently, my wife has become almost obsessed with the evening news. While she has always been mostly on top of the passing scene, the current news cycle has both fascinated and scared her significantly. I doubt…
After an extremely strong start to the year in the stock markets, a pullback during the 3rd quarter was to be expected. While red ink is never fun, the sell-off during the quarter wasn’t anyone’s worst-case…
THE STOCK MARKET After a surprisingly strong start to the year, the stock markets came back down to earth during the 3rd quarter. Seasonality coupled with higher rates, continued confusing economic data and uncertainty about the…
Even if the Gross Domestic Product (GDP) report for the 3rd quarter ultimately looks different than it did the first two quarters of 2023, the economic data felt very similar in a lot of ways. The…
After some political theatrics in Washington, D.C., earlier this year, lawmakers finally agreed to raise the debt ceiling and avoid a catastrophic U.S. debt default that would have had unseen economic effects. While politicians may have…
The phrase “higher for longer” is getting a lot of air time and press lately. What exactly does it mean? Why now? and How will it affect the economy and financial markets going forward? What it…
THE STOCK MARKET If past performance is indicative of future results, and we are supposed to say it isn’t, seasonal factors will push the stock markets a little higher during the 4th quarter. Investors might not…
Call it recency bias, but I think it would shock some people to hear that the S&P 500 is down roughly 2 percent for the third quarter. The first month of the quarter seemed to just…
As we get ready to start the final 3 months of 2023, the equity markets have been able to digest some pretty good news this year. The feared economic recession that seemed almost inevitable just 9…
I am not an overly superstitious person. Black cats don’t faze me. Broken mirrors aren’t an issue. Horoscopes are a complete waste of time, as are fortune cookies. Walking under a ladder doesn’t give me pause,…