Weekly Market Pulse: The Soft Landing Zone
Special Note On Hurricane Beryl: As thousands of people in coastal Texas remain without power after Hurricane Beryl devastated the region last week, relief groups on the ground are asking for donations to aid their efforts. Here are a few organizations that can put monetary gifts to use right now. - "Where crisis strikes, hunger follows." The U.N. World Food [...]
Weekly Market Pulse: The Fed Gets Its Wish
The economic data wasn't particularly shocking or weak but it seemed as if last week may have marked a change in the economic outlook. The 10-year Treasury note yield only fell 7 basis points on the week but that only tells part of the story. Rates rose strongly on Monday, up 15 basis points at the high of the day. [...]
Weekly Market Pulse: The S&P 500 Rules Everything Around Me
The 2nd quarter is officially over and it was one of the strangest I’ve experienced in my 33 year career. To jump straight to the punchline, if you owned large cap growth stocks, you had a great quarter. If you owned almost anything else, you didn’t and you likely lost money. I don’t know when the bear market in doing [...]
3rd Quarter Secular Outlook
We've had an economic boom of investment in AI, manufacturing and infrastructure over the past 18 months. Secular trends like electrification, AI, a space based economy are real. Valuations for companies involved in equipment investment for new technology buildout are stretched. Who will be tomorrow's winners? We've had an economic boom in the US over the past 18 months. The [...]
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