by Ross Bowler | Nov 28, 2023 | Market Commentary
Pass the Dramamine In January, I will begin my 41st year as an investment advisor. That tenure should lend credence to my observation that interest rate volatility has never been more dizzying. At the end of October, as anxiety and fear of the Fed’s next move drove...
by Ross Bowler | Oct 30, 2023 | Market Commentary
Higher for Longer With the September 20th release of the Federal Reserve’s statement we learned that they would pause in their inflation fighting, interest rate hiking campaign. Market relief didn’t last long as the conversation shifted focus to rates remaining “high...
by Ross Bowler | Sep 19, 2023 | Market Commentary
Sector Rotation Over the last year or so, our exposure to residential real estate investment has been very limited. It’s not that business hasn’t been very good for apartment owners; from the start of 2021 through 2022, rents on lease renewals routinely jumped 15 to...
by Ross Bowler | Aug 29, 2023 | Market Commentary
Paths to Growth Higher interest rates have made commercial real estate prohibitively expensive. Higher interest rates have destabilized the regional banking system through the evaporation of no-cost deposits, which resulted in a raft of stricter banking regulations...
by Ross Bowler | Jul 27, 2023 | Market Commentary
Segueing to Higher Dividend Income and a Return to Par The Labor Department on Wednesday reported that its index of consumer prices rose just 0.2% in June from a month earlier. Market watchers breathed a sigh of relief, but the Fed quickly warned that its battle with...
