Weekly Market Pulse: Dare To Be Different
I skate to where the puck is going to be, not where it has been. Wayne Gretzky I took my wife to dinner Saturday night at a local, boutique hotel. The Willcox Hotel was established in [...]
Market Morsel: Expectations Are Not Predictions
Longer term, I think there are more significant reasons to expect a weaker dollar, starting with our politicians’ (of both parties) newfound infatuation with industrial policy. Government-directed investment may create activity but long-lasting benefits have, [...]
Weekly Market Pulse: Are We There Yet?
How far can this rally go? Should we be locking in some gains? That's a paraphrase of questions I've been getting from clients recently. It does seem as if the stock market goes up every [...]
Weekly Market Pulse: Artificial Intelligence?
Nvidia reported earnings last week and they were, to be sober about it, incredible. Total revenue rose to $22.1 billion for the quarter, up 22% from last quarter and 265% year-over-year. Data center revenue, which [...]
Weekly Market Pulse: Questions
Reports that say that something hasn't happened are always interesting to me, because as we know, there are known knowns; there are things we know we know. We also know there are known unknowns; that [...]
Weekly Market Pulse: Are You Ready For The Roarin’ Twenties?
When I sat down to write this week's commentary, my intention was to write - again - about the valuation of the stock market and particularly the S&P 500. And even more specifically about the [...]
Market Morsels: ISM and Recession
The ISM manufacturing survey has been below 50 for 15 months in a row and sits today at 49.1. This survey, along with a lot of other manufacturing data and anecdotes, has been cited repeatedly [...]
Stay In Touch