Strong Profits Collide with the Fed, Inflation, Russia-Ukraine
Three important themes are influencing the market. Strong profits The Fed and its battle against inflation, and The Russia-Ukraine crisis and ensuing uncertainty Rising profits…
Spend, Spend, and Ukraine
Higher inflation has dampened consumer confidence, but so far, there’s little to suggest consumers are avoiding retailers. Last month retail sales soared 3.8%, the biggest…
Geopolitical Tremors
Will Russia invade Ukraine? If so, how might such an invasion play out? Russia is not a significant trading partner with the U.S. It is…
Supersized Inflation
U.S. inflation hit another 40-year high last month, as upbeat demand, rising wages, and pandemic-related shortages continue to fuel rising prices. On Thursday, the U.S….
Five Habits of Successful Investors
“I don’t look to jump over seven-foot bars; I look around for one-foot bars that I can step over.” — Warren Buffett Successful investors don’t…
Rising Employment, Rising Wages, Rising Inflation
The Omicron virus is probably putting a dent in economic growth right now. But the latest numbers from the U.S. BLS suggest any damper may…
Taking Away the Punch Bowl
William McChesney Martin took the helm of the Federal Reserve in 1951 and didn’t relinquish his role until 1970. He once said that it’s the…
Jitters in Front of the Fed
The Federal Reserve concludes its two-day meeting on Wednesday. The Fed pivoted from its sanguine path in December and has continued to telegraph a more…
Several Reasons for Optimism this Winter
A lot has happened in since the beginning of the year, but there are still several reasons for optimism. Bullish Points: Oversold Contrarian Indicator: S&P…
$100 per barrel oil?
Is oil headed to $100 per barrel? It’s been up 13% since the start of the year, according to MarketWatch. The last time oil was…