Category: Market Commentary
Apr
10
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The Federal Reserve vs. Inflation
Inflation looks stubbornly persistent, and the economy is more robust than expected. How much longer can the Fed stick with its current plan of attack?...
Apr
10
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January Commentary
January proved to be a bumpy ride for investors, with stocks ending higher to begin the new year, despite concerns that the economy may be...
Apr
10
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2022 Year-End Commentary
2022 began with the Federal Reserve pivoting away from an “easy money” policy because they believed inflation was transitory, to rapidly tightening monetary policy at...
Dec
8
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Is the Fed’s Glass Half Empty?
Wall Street ended November ahead of where it began the month adding to October’s strong rally off the Sept. 30 lows. The Dow Jones Industrials...
Nov
14
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Peak Hawkishness, Peak Inflation, Is the Bottom In?
Major equity indexes rallied throughout October after etching lows for the year at the close of September. The divergence in index performance was significant, with...
Oct
12
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Q3 Market Commentary
Uncertainty regarding the course of inflation, interest rates, and economic growth have raised havoc in the markets. Stocks and bonds delivered a third consecutive negative...
Sep
2
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August 2022 Monthly Commentary
Powell’s Message: Curb your Enthusiasm for a Soft Landing August ushered in indications of inflation potentially peaking with housing market data decidedly slowing. However, labor...
Aug
5
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Hot Summer; Cooling Housing Market
It’s been an extremely hot summer in Texas and across the nation for that matter. I hope the heat nor air travel challenges and high...
Jul
11
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Can the Fed Engineer a Soft Landing?
Executive Summary Thus far, 2022 has been an investment bust. Stocks and bonds have sold off together—the more speculative the asset, the bigger the declines....
Jun
6
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Is Winter Coming?
This past week, a couple of high-profile CEOs issued ominous warnings about economic conditions ahead. Jamie Dimon, CEO of J.P. Morgan Chase, warned at an...
