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Markets

FEBRUARY 9, 2025 OBSERVATIONS

A mixed bag out of jobs and unemployment data followed by shockingly high one-year inflation expectations ravaged markets on Friday. Trump’s tariff talk seems to...

FEBRUARY 2025 – WILL QQQ BE MY VALENTINE

The shaky start to the year that had many market participants forecasting a bearish earnings seasons and more downward price movement never materialized. It just...

FEBRUARY 2, 2025 OBSERVATIONS

Much like we’ve been seeing lately, a week of higher-than-expected jobless claims was followed by a much lower reading the following week. Unemployment next week...

JANUARY 26, 2025 OBSERVATIONS

Economic data was a mixed bag last week with only continuing jobless data being the one surprise to me.

Observations

FEBRUARY 9, 2025 OBSERVATIONS

A mixed bag out of jobs and unemployment data followed by shockingly high one-year inflation expectations ravaged markets on Friday. Trump’s tariff talk seems to...

FEBRUARY 2, 2025 OBSERVATIONS

Much like we’ve been seeing lately, a week of higher-than-expected jobless claims was followed by a much lower reading the following week. Unemployment next week...

JANUARY 26, 2025 OBSERVATIONS

Economic data was a mixed bag last week with only continuing jobless data being the one surprise to me.

Monthly Take

FEBRUARY 2025 – WILL QQQ BE MY VALENTINE

The shaky start to the year that had many market participants forecasting a bearish earnings seasons and more downward price movement never materialized. It just...

JANUARY 2025 – SO GOES JANUARY SO GOES THE YEAR

The lack of a strong Santa Claus rally has many investors considering a potential top in equites. I am not convinced. Simply put, the Fed...

December 2024 – The Big Move

December outlook remains bullish: S&P 500 poised to rally, supported by small- and mid-caps, falling rates, and a peaking dollar. Watch for a crude oil...
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