Jackson Hole, Wyoming is a beautiful sun-drenched city in the Summer, and cold (but great skiing) in the Winter.
August offers low humidity with warm pleasant mountain weather during the day, then comfortably cooler nights.
It reminds me of another …
The last six weeks have brought a partial market recovery. Most of the media and financial reporters have been telling us how much better everything now seems.
The job market remains robust, with unemployment hitting new historical lows. Additionally, new …
Will the positive market bias continue?
Did we see the bottom in the stock market, and are we on a new bullish trajectory?
Has the economy improved enough to say that we are out of the woods?
We, along with …
The investment markets have whimpered into August after a huge record-breaking stock market rally in July, encouraged by declining long-term interest rates.
Why?
What’s next?
We’ve heard many explanations, including “digesting the gains” to a “period of consolidation” to “that …
It was a good week and an exceptionally good month in the markets.
The S&P 500 was up 9.1%. This was the best July since 1939. Conversely, it came on the heels of the 3rd worst June ever, down 8.4%.…
It was a positive week in both the stock and bond markets as investors stepped back in.
Earnings reports in some sectors (financials) were not as weak as some expected, and there continues to be interim cooling of inflation (gas …
Economic news drives Wall Street especially updated critical data points pertaining to inflation, earnings, and interest rates.
It has been a week of negative news on most of these fronts.
Monday thru Wednesday, the stock market drifted lower on anticipated …
Are we in a recession? If not, when will we be?
Is it the right time to go back into the stock market? Have interest rates stopped increasing for now?
Will my food costs continue to climb?
These are just …
First off, before we get to the UGLY markets and economic backdrop, we wanted to wish you and your families a Happy Independence Day holiday weekend.
Without our freedoms, which include free market capitalism and the right of every investor …
Can you make sense of this?
Two weeks ago, the markets experienced a brutal sell-off (S&P 500 down -6.1%) due to inflation rhetoric, rising gas prices, 75 bp Fed Funds rise, and the fastest acceleration of the 10-year US Treasury …
The Investors' Paradox of Uncertainty and Time:
Is This Holding Back Your Returns?
September 21, 2025
