Jul 1, 2025 | Market Commentary
So Much News What about tariffs, inflation, a recession? What is the Fed going to do with interest rates? Bombs are dropping in Iran…is it another war? Will the Big, Beautiful Bill get through Congress?What about the deficits? The Supreme Court has another ruling!...
Mar 21, 2025 | Market Commentary
My investing strategy is focused on three areas with regards to investing—economic fundamentals, price charts, and politics—not necessarily in that order. I usually don’t cover all three in any commentary, but today I will because of all the uncertainty we are facing...
Jan 15, 2025 | Market Commentary
Happy New Year Hello, and Happy (somewhat belated) New Year! As we begin 2025, I wanted to give an update on where I think we are concerning market direction and market momentum with regard to the incoming administration and the changes in policy that will accompany...
Nov 15, 2024 | Market Commentary
Policies vs the Economy Once the election was over, I asked myself, so now what? I’ve done a lot of reading since last week, not only in regard to the election, but also with respect to investing and what kind of impact the Trump presidency could have on the...
Oct 18, 2024 | Market Commentary
The Impact of Elections on the Markets and Tax Policy With three weeks to go, we are now in the final stretch of the 2024 presidential election race. As we follow the news and parse the most recent polls, some may ask, “How might what happens on November 5...
Oct 1, 2024 | Market Commentary
Chaos Abounds At the risk of stating the obvious, this is shaping up to be a very eventful fall. Undoubtedly, there is a lot of chaos going on around us right now in the form of all the election noise, US dockworkers going on strike, Hurricane Helene and its...
