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
- 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
- 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
- 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
- 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
- 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
- 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
- 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
- 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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- Dec 2, 2021
- 2 min
Omicron and the Fed Rattle the Markets
Two items increased stock market volatility at the end of November – the emergence of the omicron variant of covid and the Fed’s...
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- Nov 1, 2021
- 3 min
Time, Not Timing, Is The Key To Building Wealth
Most of the major U.S. stock market indices ended October at or near all-time highs. The bull market that began in March of 2009...
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- Oct 4, 2021
- 3 min
Stagflation Fears Lead to Market Pullback
The S&P 500 saw its seven-month winning streak end in September as the index dropped 4.8% for the month. Every sector declined with the...
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- Sep 3, 2021
- 2 min
Positive Fundamentals Drive Stock Market Higher
The S&P 500 just logged its seventh consecutive monthly gain, marking its longest winning streak since January 2018. Indeed, there has...
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- Aug 4, 2021
- 2 min
Stocks Rise But Inflation Lurks
Fiscal and monetary policies have flooded the world with liquidity, keeping bond yields at historically low levels. The Fed is buying...
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- Jul 2, 2021
- 2 min
An Amazing First Half
It was quite a first half of the year for investors: meme stocks, cryptocurrency bubbles, inflation scares and the S&P 500 closed June 30...
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- Jun 9, 2021
- 2 min
Strong First Quarter Earnings
The current business cycle has been unprecedented. Last year’s recession was among the worst in US history, but it lasted just two...
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- May 5, 2021
- 2 min
Strong Economy & Strong Earnings -- Does Inflation Follow?
Real gross domestic product—the sum of all goods and services produced in America adjusted for inflation—grew by an annualized rate of...
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- Apr 5, 2021
- 2 min
Economy Strengthening--Will Market Follow?
The S&P 500 stock index rose in the first quarter, continuing its strong advance since the March 2020 bottom. However, the market...
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- Mar 5, 2021
- 2 min
2021: Tug of War Between Rising Earnings and Rising Interest Rates
The S&P 500 stock index has risen 75% since bottoming in March of 2020. It is the strongest bull market rally since the 1930s. Fueled by...
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- Dec 31, 2020
- 3 min
We’re not going back to the same economy
An unprecedented event, the pandemic has created havoc with global economies, including the United States. It has transformed how people...
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