As we discussed last week, we thought the expectations of the market were too dovish and the Fed was going to adjust their expectations through the dot plots, which is each Fed Governors expectations
Read BlogThe expectation is for the Federal Reserve to make no changes but could discuss their potential plans to cut rates in 2024 through their dot plot forecasting of the Federal Reserve Board members
Read BlogThis week the market is vulnerable to some bad news with CPI and a likely UAW labor strike. ORCL and ADBE report earnings this week, both companies have been hyping their exposure to A.I.
Read BlogLast week the market took advantage of the quiet period before Labor Day pushing the markets up, but still down -1.6% in August for the S&P 500. The market was led by technology
Read BlogPowell’s speech from Jackson Hole was almost exactly what we expected, the market may have believed it was hawkish. There is now a 20% chance of an interest rate increase in September
Read BlogOur opinion is to be patient and move money out of defensive holding after the stock market is lower. Short-term bonds are very attractive. We have been looking for a -5% to -10% pullback in August and September.
Read BlogWe think mergers and acquisitions are coming back. Toward the end of many market cycles, that we have experienced, acquisitions heat up. The reason is economic growth slows down...
Read BlogWe have been looking for a 5%-10% pullback in the market, especially as we have entered the worse 2 months seasonally. The S&P 500 was down -2.3% last week.
Read BlogThe current expectations are for 200,000 new job gains for July, with the unemployment rate expected to be unchanged at 3.6%. The trend in how job trends generally play out...
Read BlogGOOG, MSFT, TXN, and V on Tuesday. GOOG has a low bar to jump over, I am not sure if management has the fire in the belly. We think they have an extraordinary business model...
Read Blog
