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.
The Debt Ceiling and the Bond Market
The political fight over the debt ceiling is impacting the bond market.
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.