Boo! At least that is what it feels like around my neighborhood.  Halloween decorations everywhere… Will the market give us a trick or a treat?  That is the question every October.  This year it feels more like a treat into the new year. Unemployment numbers have gone up and the Fed has lowered rates to combat it.  Was it enough?  That question is only answered “after” a few years have passed and then the economists can get an accurate calculation and say whether it was the right call.  So, … [Read more...]

July 2025 Well, I think the bargaining chips worked out…. (The threat of tariffs- see last quarter’s commentary.)  The market has been very happy for the last couple of months. For all the tariff drama, you would have thought the world was coming to an end, but it hasn’t, we’re still here.  And the market is fine, hitting new record highs….. Some of our research vendors have pointed out some interesting statistics.  Mainly when the market has a pullback like we saw in April and then gets … [Read more...]

April 2025 To tariff or not to tariff? The news is so focused on tariffs and the devastation they could bring....(Even though they're mainly used as a bargaining chip.) And all the executive orders that keep coming out of the White House, (and then blocked by judges and courts.) Then there's news he could run for a third term...(Of course, only if congress voted to allow it, and most likely it will never happen.) Last, you have the stock market. It's been down this first quarter. (After two … [Read more...]