Market Commentary | December 23, 2024
Short Term Pain, Big Potential Gain
In January I will begin my 42nd year as a professional investor. Markets are always changing but there is a generally recurring rhythm and calendar.
Market Commentary | November 19, 2024
Market Commentary | November 19, 2024 Which Way Go Rates? As anticipated, on November 7th the Fed followed up on September’s 50 basis point rate cut with an additional 25 basis point reduction. The broader bond market, however, seems to be living in an entirely...Market Commentary | October 18, 2024
Growth
Now that the Fed has at last started reducing interest rates, our attention can more singly be focused on growth opportunities in today’s economy. The obvious, and most talked about trend is artificial intelligence.
Market Commentary | September 20, 2024
Normalization
The ad nauseam discussion of when the Federal Reserve would cut interest rates finally concluded on September 18th when Jay Powell announced a 50-basis point reduction in the Fed Funds rate.
Market Commentary | August 21, 2024
Newton’s Laws of Motion define action in the physical world. The third law states that for every action there is an equal and opposite reaction. Because we are believers in science, we tend to apply these principles to arenas beyond the physical world. Economics and finance, for example.