Jan 31, 2023
(1/31/23) It's pre-Fed Meeting Day, and all eyes on Jerome Powell's comments tomorrow: Markets are predicting a much lower interest rate increase than the Fed has said. "Don't fight the Fed" has been thrown out the window. FOMO now is the fear of missing the market bottom. The Fed's challenge is navigating the...
Jan 31, 2023
(1/31/23) Many who thought the Dollar could only go in one direction (down) were dismayed when $5-trillion in liquidity injections pumped the Dollar up. Now as that liquidity is drained off of the economy, the Dollar has declined as a function of weaker markets. But, what if the Dollar were to rally again? Just as...
Jan 30, 2023
(1/30/23) As January comes to a positive close, investors face a wall of worry: A cluster of moving averages are trending upward, a near-record level of cash in money markets, and what if the Fed cuts rates in July? Ah-ha, but what if the Fed raises rates this week by a half-point instead of a quarter?? What will Jerome...
Jan 30, 2023
(1/30/23) Expectations of a "soft landing" have become much more prevalent, coupled with improving economic data and media bias, providing markets with lift. Just as the first five days of the month were positive, January looks to end on a very positive note. Going into today's session, markets are already ahead 5% for...
Jan 27, 2023
(1/27/23) Oil is the new Tech; is the Fed making a mistake with .25bp rate increases instead of .50? Is this still the 'Year of the Bond'? Richard Rosso's Davos Song; Medicare Advantage messiness; Tiny Homes on the On-Ramp; living outside the city and Texas Hill Country land prices; Working remote and productivity;...