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Solid 2023 Start to U.S. Markets Faded Some in February…What’s Next?

Solid 2023 Start to U.S. Markets Faded Some in February…What’s Next?

March 6, 2023
“Be curious, not judgmental.”— attributed to Walt Whitman. The nice break in January represented a respite from negative...
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Pressures Weighing on Taming Inflation

Pressures Weighing on Taming Inflation

March 3, 2023
Inflation pressures are abating. All are aware of this, at least from a macro perspective. In June 2022, the...
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Great Start to 2023. What Will the Rest of the Year Bring?

Great Start to 2023. What Will the Rest of the Year Bring?

February 2, 2023
The U.S. stock market broke out of the gate in style and good fashion in this new year. It...
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2023: An Economic Transition or “Passage” Year

2023: An Economic Transition or “Passage” Year

February 2, 2023
“The journey in between what you once were and who you are now becoming is where the dance of...
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Investors Say Good Riddance to 2022. What’s in Store for 2023?

Investors Say Good Riddance to 2022. What’s in Store for 2023?

January 5, 2023
Last year was simply painful. All three major large-cap U.S. equity indices were in the red. The Dow Jones...
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A Look at What’s Ahead for the 2023 Economy

A Look at What’s Ahead for the 2023 Economy

January 5, 2023
As we turn the page on a new year, it is a good time to think about the economy...
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Markets Rally Post-Midterm Elections—Will It Continue?

Markets Rally Post-Midterm Elections—Will It Continue?

December 5, 2022
Following midterm elections, November 2022 was good to investors, which tracks with historical post-election norms. The tech-laden Nasdaq rose...
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Evidence Mounts for “Light” Recession in Next 12 Months

Evidence Mounts for “Light” Recession in Next 12 Months

December 3, 2022
As most know, my base case for the U.S. (and global) economic outlook for 2023 is calling for a...
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Was the October Rally Just a Head Fake or Will It Continue?

Was the October Rally Just a Head Fake or Will It Continue?

November 3, 2022
“Don’t do something, just stand here.” — American Investor and Philanthropist, Jack Bogle We all have heard that...
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What’s Ahead for the Markets: Recession or Stagflation?

What’s Ahead for the Markets: Recession or Stagflation?

November 3, 2022
As most of you know, I suspect we will see a light recession unfold over the next six months....
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“Canary in a Coal Mine”: FedEx Signals Recession Ahead

“Canary in a Coal Mine”: FedEx Signals Recession Ahead

October 5, 2022
The Bridge of Sighs (picture below) is an enclosed bridge located in Venice, Italy, which was built in 1603....
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September Was Ugly. Will Q4 Bring Positive Returns and a Post-Midterm Election Rally?

September Was Ugly. Will Q4 Bring Positive Returns and a Post-Midterm Election Rally?

October 4, 2022
“September stands alone as the only month in which the market falls more frequently than it rises.” — Sam...
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