Category: Market Commentary

Throwback 70s

4/29/2022

Inflation Hits Levels Not Seen Since The 70s

And The Beat Goes On

I was listening to the “oldies” station on satellite coming home last night (when I was growing up, it was just called the “radio” station). Sonny and Cher’s hit song from the late 60s and 70s The Beat Goes On was playing, and for a few precious moments I was transported back to my youth.

When the universe returned me kicking and screaming to my present state of affairs, I was reminded of headlines that have been breaking recently. Headlines like...

A Definite Maybe

3/31/2022

Recession On The Way?

The bond market is whispering something to investors. That something is definitely important. Or maybe not. It’s a little hard to tell in a market with more moving parts than the tax code.

One thing is certain: this week saw a yield curve inversion.

Two Bears

2/28/2022

Two Bears

Putin's War

As horrific as any war is, taking an unfathomable toll on individual lives, history teaches that – from an economic perspective – regional battles negatively impact global markets only in the short term (days, weeks). Perhaps it shouldn’t be so, but that’s the reality.

Most analysts expect the same as the Russian bear mauls the sovereign nation of Ukraine – that global markets will get back to medium and long term trends in short order, despite the toll in human misery. Of course, all bets are off should the conflict deepen or spread to other countries.

Machine Envy

1/31/2022

Cold-Hearted Algorithms

Well, that was ugly. A volatile January whipsawed a market worried over the pace of Federal Reserve interest rate increases, an ongoing pandemic, mixed corporate earnings reports, and tension over a possible Russian invasion of Ukraine.

How bad was January?

Disconnect

12/31/2021

Indicies don't reflect the economy and American lives.

Wall Street vs. Main Street

In fits and starts, the market finally delivered a Santa Claus rally for the month of December. In fact the market - if one thinks of the market as the S&P 500 - had a very good year.

But dig a little deeper, and you discover that five individual stocks in the S&P 500 (Apple, Alphabet, Microsoft, Nvidia and Tesla), accounted for more than half the benchmark’s gain since April.

Throwback 70s

A Definite Maybe

Two Bears

Machine Envy

Disconnect

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