Charting the Course: Navigating Market Complexities and Shifting Scenarios as the New Year Unfolds December 2023 By Robert F. Taylor, CFA As we approach the new year, we find …
The Normal Abnormal Market November 2023 By Jonathan McAdams, CFA After a rough 2022, the stock market is having a good year so far. Through the end of October, …
Broadening Out October 2023 By Robert F. Taylor CFA After rallying through July, equity markets displayed their characteristic late summer turbulence this year as stocks turned south in August …
Content Is King and the Polka King Who Knew It September 2023 By Ward Williams In the beginning, there was radio, and all programming was live. Then came broadcast television, …
Debt & Downgrades August 2023 By Jonathan McAdams, CFA “There are some things people shouldn’t worry about…this is one.” Warren Buffett, Aug 2023 In a surprise move on Aug 1, …
Take a Breadth July 2023 By Robert F. Taylor, CFA Imagine yourself strolling down a vibrant city street filled with bustling shops and lively businesses on both sides. The atmosphere …
Inflation & The Fed Redux June 2023 By Ward Williams Over the last several quarters we have seen rising inflation and watched as The Fed has raised interest rates in …
An Exercise in Frustration May 2023 By Jonathan McAdams, CFA My oldest son is a cross country and track athlete, and I tell people that apple fell very far from …
Is the Dollar Doomed? April 20, 2023 By Robert F. Taylor, CFA The U.S. Dollar, as the world’s major reserve currency, has recently faced speculation about its decline and potential …
Market Commentary: January 2024 – Changing Drivers
Changing Drivers January 2024 By Jonathan McAdams, CFA I have twin 15-year-olds who just passed their driving test and will soon be launched out onto the roads unsupervised – …