Economy

Stuck In The Box - A Review Of The Federal Reserve's December Meeting Minutes

Still In The Box – A Review Of The Federal Reserve’s December Meeting Minutes

All eyes have been fixed on the Federal Reserve over the past year, with investors and markets earnestly searching for cues as to where we might be headed – soft landing, crippling economic recession, or something in between. Predicting the severity of the landing may not be practical (for us or the Fed), however, we …

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2022 Review & Outlook (Q4 Market Commentary)

Market Commentary – 2022 Review & Overview (Video)

Ready to Learn More? If you’d like to speak about the market in greater detail or inquire about our fundamental investment process, don’t hesitate to schedule some time on our National Sales Manager, Aaron Ploscowe’s, calendar. He’d be happy to answer your questions.  If you’d like to download a copy of our market commentary, click here.  …

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Inflation: The Jury Is Still Out

Inflation: The Jury Is Still Out

When we started writing about inflationary risks in January of 2021, we were on the leading edge… Since then, the markets have become obsessed with inflation reports and with Federal Reserve pronouncements regarding its inflation fight.  Headlines lamenting “historic inflation” and “fast and large rate increases” have dominated news outlets over the last 9 months.  …

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Q3 Market Commentary

Market Commentary – Looking For The Proper Metaphor… (Video)

Ready to Learn More? If you’d like to speak about the market in greater detail or inquire about our fundamental investment process, don’t hesitate to schedule some time on our National Sales Manager, Aaron Ploscowe’s, calendar. He’d be happy to answer your questions.  If you’d like to download a copy of our market commentary, click here.  …

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Positive Trends In The Economy – August 2022

Positivity has been scarce in the economic commentaries of 2022. Our news feeds have been filled with talks of market downturns, bubbles bursting, geopolitical tensions tightening, and pandemics dragging on. The negative coverage isn’t misplaced, as we’re likely in a recession (whether the NBER has officially declared it or not). But as with most things, …

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Q2 Market Commentary Video - Are The Bubbles Behind Us?

Market Commentary – Are The Bubbles Behind Us? (Video)

Ready to Learn More? If you’d like to speak about the market in greater detail or inquire about our fundamental investment process, don’t hesitate to schedule some time on our National Sales Manager, Aaron Ploscowe’s, calendar. He’d be happy to answer your questions.  If you’d like to download a copy of our market commentary, click here.  …

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Why It Doesn't Matter If We Enter A Recession

Why It Doesn’t Matter If We Enter A Recession

A recession is a significant decline in economic activity spread across the economy, lasting more than a few months, normally visible in real GDP, real income, employment, industrial production, and wholesale-retail sales (National Bureau of Economic Research). We’ve already seen one quarter of economic decline, but whether we cross the technical threshold of a recession …

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Interest Rates - Where Do We Stand In The Big Picture

Interest Rates: Where Are We In The Big Picture?

Rates have been moving higher – for everything and everywhere. Where will they go from here? Not to be flippant, but it depends. From an empirical standpoint, the Fed is clearly “behind the curve” – meaning they have been late to the inflation fighting process. To be fair, there are some “transitory” contributors to inflation, …

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Q1 Market Commentary - Inflation Is Key To Everything - Video Recording

Market Commentary – Inflation Is Key To everything (Video)

Ready to Learn More? If you’d like to speak about the market in greater detail or inquire about our fundamental investment process, don’t hesitate to schedule some time on our National Sales Manager, Aaron Ploscowe’s, calendar. He’d be happy to answer your questions.  If you’d like to download a copy of our market commentary, click here.  …

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