November Recap and December Outlook The shutdown is over, but it’s taking time to get the data flowing again. September data will likely be available in early December, and October will be combined with November…
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Government Shutdown, Labor Slowdown, but the Economy is Holding
October Recap and November Outlook The fourth quarter has seen the longest government shut down on record, and an election cycle that would seem to reflect some voter dissatisfaction with the status quo. The shutdown…
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October Market Commentary – Is the Market Tuning Out Noise or Ignoring a Warning Siren?
September Recap and October Outlook After a pause in interest rate cuts since the last cut at the December 2024 FOMC meeting, the Federal Reserve finally reduced rates by 25 basis points at the September…
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What the US Debt Downgrade Means for Stock and Bond Markets l Ep 193
What the US Debt Downgrade Means for Stock and Bond Markets It’s been in the news recently that one of the three major independent organizations that evaluate creditworthiness in the US downgraded the rating from…
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Why You Shouldn’t Care About Technical Analysis I 171
Why You Shouldn’t Care About Technical Analysis There seems to be a growing number of young people who are interested in technical analysis by following social media videos without a fundamental grounding. In this week’s…
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The Yield Curve is Inverted… Should We Sell Stocks? | Ep 161
The Yield Curve is Inverted… Should We Sell Stocks? An inverted yield curve is an indicator of the possibility of a future recession, and also creates implications for investors and market participants. Currently, the U.S….
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Have Stocks Already Hit Bottom? | Ep 153
Stocks and bonds have had a terrible time this year, and many wonder if the worst is over or if the next 12 months will bring more hardship. However, although the economy faces challenges, there…
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No, the 60/40 Portfolio is Not Dead | Ep 149
Recently we’ve seen quite a few headlines that suggest that the concept of the 60/40 portfolio has run its course. However, a fair amount of pushback is caused by people adopting this concept for the…
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Here’s What Happened During the Meme Stock Rally of 2021 | Ep 146
You may recall that at the beginning of 2021, the stock prices of AMC and GameStop skyrocketed. There were numerous news articles about people driving up the prices of companies that were not otherwise exceptionally…
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Should You Adjust Your Bond Holdings Since Interest Rates Are Rising? | Ep 127
If you’ve been paying attention to the financial markets lately, you’ve probably noticed that interest rates have been increasing, resulting in a decrease in bond prices. Other recent developments, such as Elon Musk’s Twitter acquisition…
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