Is the Magnificent Seven really the Magnificent One?
The tech stocks labeled the Magnificent Seven last year, may not be so magnificent after all.
Year-End Wrap Up
It has been a bumpy ride, but the markets are ending strong.
Are Markets Expecting a Recession?
The economy is sending mixed signals, and so are the financial markets. We dig into the data to look for guidance about what to expect going forward.
Earnings, Recession Fear, and Banks
It has been a difficult market for both stocks and bonds and there are calls for a recession this year. It appears that we are already in an earnings recession and that an earnings growth will start to recover in the coming months.
Silicon Valley Bank and Bank Runs
MISSION WORK WITH US INSIGHTS ABOUT US CAREERS CONTACT Silicon Valley Bank and Bank Runs In the 1946 movie It’s a Wonderful Life, there is a run on George Bailey’s...
Goodbye 2022 … Glad to be in 2023
2022 was an unusual year in both the stock and the bond markets. We examine why and what to expect from 2023.
Brief, and Surprising, Review of the Market
Despite the market decline, corporate profits are hitting record highs. Investors and consumers are nervous, so we look deeper into numbers.
The Waiting Game
High inflation and low bond rates are not a sustainable situation. Read how this is playing out in the financial markets…and what to expect next.
Inflation, Bond Yields, and the Stock Market
It is a very unusual time in the market when corporate profits continue to grow but stock prices decline. We look to the bond market for an explanation.
Market Declines, Recession, & Inflation
Stocks have had a painful ride over the last two and half months, but bonds don’t look great over the past year either. What can we expect going forward?
Rough Start to the Year
The decline in the stock market this year has spooked some investors. Learn why we think it has declined and what we think will happen from here.
What is Happening in the Stock Market?
It has been a strange year in the financial markets on many levels. Despite the recent pullback, the S&P 500 is up 23.2 percent for the year. But as we have seen in the last week, it hasn’t been a straight line up.
Are We in a Stock Bubble?
What is driving the strong stock performance this year and can we expect it to continue? Are we in a bubble or is there more room to grow?
What’s Next for the Stock Market
Wall Street analysts are expecting a recovery in earnings in 2021 and current forecasts are for companies, collectively, to exceed 2019 profits.
How Does the US Rank in Taxes?
In case you were considering moving to another country after the election, here is how other countries stack up versus the US in taxes.
Strange Times, What Happens Next?
If you are wondering what to do with your money when interest rates are so low, you are not alone.
Roundtrip for the Market?
Unemployment is at unprecedented levels but the stock market keeps rising. What is the market expecting that we aren’t seeing?
Why is the stock market up when the economy is in recession?
Stock prices reflect what is expected in the future, not necessarily what is happening now. The economy will open again and people will get back to work.
150 Years in 5 Charts
The ingenuity and resilience of humans is amazing. And by extension, the creativity and adaptability of businesses and the economy is a reflection of that.
Uncertainty and Panic
The stock market has exceeded our previous forecast for the downside. It is pricing in a recession, or worse. When emotions run high, it helps to fall back on the numbers.