The proverb “Don’t look a gift horse in the mouth” comes to mind when looking back on the market’s returns for the first quarter of the year. The phrase advises against critiquing or finding fault with…
Thought Leadership
It is not a stretch to say that corporate earnings are the single most important factor in determining a value for that company, or its stock price. Each quarter, every publicly traded company announces their financial…
The stock markets kicked off 2024 on a high note, building on an incredibly strong finish at the end of 2023. That market momentum continued, and stocks realized solid returns in the first quarter. The S&P…
The Fed will delay cutting the overnight lending target rate for as long as the economy allows. At the earliest, the Fed will make its first move to cut rates in June. However, the July FOMC…
After the strong finish to 2023, economists wondered what the U.S. economy could possibly do for an encore in 2024. After all, given the challenges of a declining money supply, an inverted yield curve and a…
GROSS DOMESTIC PRODUCT After a strong finish during the last two quarters of 2023, the U.S. economy took a little bit of a breather during the quarter. This was to be expected, but it was far…
After a feverish end to 2023 in both the economy and the markets, the question on everyone’s minds was what they would do for an encore to start 2024. Despite the somewhat softer economic data, investors…
This week, I spoke at two different conferences in Nashville, one on Tuesday morning and the other on Thursday. It was essentially the same presentation. I told the same jokes and spewed the same data. The…
This week, the Bureau of Labor Statistics (BLS) released the Consumer Price Index (CPI) for March 2024. It was only slightly higher than analysts had been expecting, 0.4% for the month, but you would have thought…
The end of tax season is quickly approaching. Spring is in full swing, summer is just around the corner and everyone is ready to wrap up the 2023 tax season. However, implementing one or more of…