There is never perfect clarity in financial markets
The stock market pulled back in August and September with most of the weakness in the latter month following Fed Chairman Powell’s...
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- Sep 1
- 3 min
Labor Day Labor Market Update
Happy Labor Day! Labor Day is the annual celebration of the social and economic achievements of American workers. The holiday is rooted...
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- Aug 7
- 2 min
The Best Companies Will Thrive
Monetary and fiscal indicators have continued to tighten significantly. Negative money growth, an increasing fiscal deficit, rising real...
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- Jul 6
- 3 min
A Different Investment Landscape
As we enter our company’s 36th year, we are very mindful of the significant changes in the investment world compared to the 30-year...
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- Jun 9
- 3 min
Debt Ceiling Update and Market Breadth
Our previous market update letter highlighted the debt ceiling as the most recent risk, among many others, that is on investor minds....
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- May 2
- 3 min
Stock Market Continues to Climb the Wall of Worry
The stock market continues to climb the proverbial wall of worry with the S&P 500 gaining 1.5% in April after adding 7% in the first...
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- Apr 6
- 2 min
Stock Market Climbs the Wall of Worry
The stock market climbed the proverbial wall of worry in the first quarter. The S&P 500 index rose 7% despite a “banking crisis”, the...
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- Mar 3
- 2 min
Stocks For All Seasons
We are in an interesting economic environment. Consumers are still spending pent up savings. Jobs are plentiful and the unemployment...
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- Feb 3
- 2 min
2023 - Starting Strong
The S&P 500 stock market index has risen 14% from the October lows with every sector showing positive returns over that time period....
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- Jan 10
- 4 min
2022--An Historic Year!
2022 will go down as one of the worst years on record for the capital markets. The S&P 500 stock index fell 19.6% and the NASDAQ stock...
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- Dec 1, 2022
- 3 min
Markets Rebound on Slowing Inflation
Capital markets continued their rebound after a strong October with the S&P 500 returning 5.6% after an 8% return in October. The S&P 500...
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- Nov 11, 2022
- 2 min
A Divided Electorate
The lead editorial in Thursday’s Wall Street Journal began, “A polarized but closely divided America elected a closely divided Congress...
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- Oct 4, 2022
- 2 min
There Is Opportunity In All Markets
“Higher interest rates, slower growth and a softening labor market are all painful for the public that we serve, but they’re not as...
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- Sep 1, 2022
- 2 min
Recession on the Horizon?
After falling 20% from January to mid-June, the S&P 500 stock index rallied over 17% by August 16. On that day, a new federal stimulus...
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- Aug 8, 2022
- 3 min
Dividends for the Long Run
As expected, the Fed raised the Fed Funds rate another 0.75% in its attempt to catch up with its tardy response to soaring inflation....
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- Jul 6, 2022
- 2 min
Cash Was King During 2nd Quarter
Cash was king during the second quarter as both the stock and bond markets suffered significant declines. With inflation and interest...
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- Jun 3, 2022
- 2 min
History Suggests Better Markets Ahead
The S&P 500 continued its decline in the first three weeks of May but a strong rally in the final week led to a flat market for the full...
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- May 3, 2022
- 3 min
Strong Earnings Fail to Help Stock Market
The S&P 500 index dropped 4.9% last month and 13.3% year-to-date. The NASDAQ index had it worst month since October 2008. Bonds have not...
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- Apr 5, 2022
- 2 min
First Quarter Recap
It was quite a first quarter: The S&P 500 fell 4.9% in the first quarter, snapping a seven-quarter winning streak, while the Dow slid...
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- Jan 3, 2022
- 4 min
What a Year! What's Ahead?
The U.S. economy has been the prime beneficiary of a relatively robust consumer sector. After plunging off the charts during the initial...
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