April 1st, 2024 As markets reach new highs, investors capitulate about their exit. Has another bubble emerged? Should we take our profit and run? Is inflation under control, and will…

March 4th, 2024 The market’s narrative has fallen into a pattern, of which, the tension oscillates between central bank policy, and corporate earnings. Each, taking its turn driving the market’s…

February 5th, 2024 In the face of consistently improving economic data, and the promise of at least 3 interest rate cuts in 2024, the market has found its way into…

January 8th, 2024 Happy New Year! I hope it’s off to a fantastic start. As the year begins, I reflect on the many – known – variables that will affect…

December 5th, 2023   Mediocre 493 to Match Magnificent 7? It’s no secret that the stock market’s gains year-to-date have been unevenly distributed. So much so, that the 7 companies…

November 2nd, 2023 Sometimes it really does feel like we’re on a rollercoaster. Just last week the markets were petrified by the stellar performance of the US economy as Gross…

October 3rd, 2023 The post-pandemic episode of ‘inflation’ in the US is now, essentially, over – the Fed’s 2% target has nearly been achieved. It just may not feel like…

September 6th, 2023 This month’s update comes a bit late as my family and I have been struggling with a windfall of Covid. No lengthy intro this month. I hope…