Jan 1, 2026 | Market Commentary
I wanted to wrap up 2025 with a couple of items in regard to the S&P 500 that I think are interesting but have flown under most people’s radar this year. Item #1 One of the largest volume weeks (buying and selling shares) for the S&P 500 this year occurred at...
Sep 3, 2025 | Market Commentary
Despite persistent naysayers in the media, economic indicators are signaling that the US economy is continuing to expand. Positive Economic Indicators Last week, the US Bureau of Economic Analysis (BEA) released the second estimate of Gross Domestic Product (GDP) for...
Aug 1, 2025 | Market Commentary
Recession Coming? In March of this year when President Trump announced the upcoming tariffs, the media made some dire predictions. Here’s a quick summary: The common thought was that the US would be in a trade war with our trading partners, the immigration policies...
Jul 15, 2025 | Market Commentary
As we are halfway through 2025, it’s a good idea to take stock (pun intended) of where we might be heading in the markets for the next three months. I’ve posted before about using this method to evaluate the stock market and assign probabilities to which direction it...
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...
