‘Tis The Season?
The Full Story: This week contained a cornucopia of market-moving morsels. Fed action, earnings action, tariff action, and year-end positioning pressed all three major stock
Spooktober
Markets have finally fulfilled their seasonal promise of declining as we approach All Hallows Eve. Those who have known us for a long time know
The Upside to the Shutdown
After an Oval Office impasse Tuesday evening leaving the continuing resolution bill unsigned, the US government began furloughing non-essential services and employees. At stake? The
The Strategic Questions Every Sophisticated Investor Should Ask Right Now
When and how to adjust positioning in rising markets As markets continue to push higher, I’ve been asking myself: what are the strategic questions investors
Lower Jobs, Higher Stocks
Recent reports on the state of the US labor market have been dispiriting to say the least. Last Friday, the Bureau of Labor Statistics (BLS) released
Checking the Boxes
As a Philadelphia Philles baseball fan, I often spend late August dreaming of “Red October”. With 162 games played in a season, baseball is an endurance
Then and Now
The first half of 2025 has been anything but dull. In my blog posts so far this year, I’ve covered everything from policy shifts in
The Reason for the Season
Four times a year, companies report their prior quarter’s financial results. Analysts refer to this as earnings season. Remember that stock prices (P) represent earnings results
‘Tis The Season?
The Full Story: This week contained a cornucopia of market-moving morsels. Fed action, earnings action, tariff action, and year-end positioning pressed all three major stock
Spooktober
Markets have finally fulfilled their seasonal promise of declining as we approach All Hallows Eve. Those who have known us for a long time know
The Upside to the Shutdown
After an Oval Office impasse Tuesday evening leaving the continuing resolution bill unsigned, the US government began furloughing non-essential services and employees. At stake? The
The Strategic Questions Every Sophisticated Investor Should Ask Right Now
When and how to adjust positioning in rising markets As markets continue to push higher, I’ve been asking myself: what are the strategic questions investors
Lower Jobs, Higher Stocks
Recent reports on the state of the US labor market have been dispiriting to say the least. Last Friday, the Bureau of Labor Statistics (BLS) released
Checking the Boxes
As a Philadelphia Philles baseball fan, I often spend late August dreaming of “Red October”. With 162 games played in a season, baseball is an endurance
Then and Now
The first half of 2025 has been anything but dull. In my blog posts so far this year, I’ve covered everything from policy shifts in
The Reason for the Season
Four times a year, companies report their prior quarter’s financial results. Analysts refer to this as earnings season. Remember that stock prices (P) represent earnings results