What A Difference A Month Makes

It was a very positive return month for stocks and bonds in November. After economic reports that reflected a calming inflation environment, assets rose in anticipation of a pause and…

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Third Quarter 2023 Earnings Recap

With 94% of the companies in the S&P 500 having reported their earnings for the calendar year third quarter, investors have been able to assess and understand earnings trends for…

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The October Respite Never Arrived

After a September swoon, which is fairly common, there were hopes among investors that the markets could experience an October rally.  October did not provide respite from the selling pressure…

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International Conflicts and Energy

International conflicts are at the forefront of news headlines in recent weeks with Hamas/Israel tensions seemingly rising each day.  Additionally, the Russia/Ukraine war now enters its 21st month and China and…

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Surge in Bond Yields

Since the spring of 2022, investors have been dealing with consistently rising bond yields. This has occurred in conjunction with the Federal Reserve raising the Fed funds rate to slow…

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A Looming Government Shutdown

Government shutdowns have become an increasing part of US politics as Republicans and Democrats try to use it as a bargaining chip or influence upcoming election strategy.  Since 1980, there…

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How Important is China

News headlines about China, both economically and politically, have increased as of late.  Items such as a ban on iPhones for government-backed agencies, China skipping the G20 summit, and evidence…

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Let’s Celebrate Labor

According to the US Department of Labor, Labor Day is an annual celebration of the social and economic achievements of American workers.  The American worker is certainly deserving of recognition…

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