Headwinds and Tailwinds
The seasonality of the markets has not disappointed us so far as investors in 2023. I’m referring to the Winter months (November-to April). On October 23rd, the 10-year US Treasu
Have Fears of a Possible Recession Been Pushed Out?
Following one of the most challenging years for equities in more than a decade, stocks have rebounded sharply in 2023 as investors have celebrated better-than-expected corporate ea
Growth Stocks Continue to Win in 2023
“Skate to where the puck is going, not to where it has been”, Wayne Gretzky. The Consumer Sentiment Index hit a bottom in December 2022 at 59.7 and set the stage for investors
Patterns May Expose Opportunities
The Federal Reserve and the Federal Deposit Insurance Corporation (FDIC) have joined forces to guarantee to cover all deposits of Silicon Valley Bank as well as Signature Bank of N
Housing Inflation
About 24% of the value of all those goods and services that make up the consumer price index (CPI) — which is what the Bureau of Labor Statistics measures every month to calculat
Why Do Investors Care So Much About the Federal Reserve?
The Federal Reserve (Fed) is essential because they manage the supply or availability of money. This is done by setting the level of interest rates, or more simply, the price of mo
January Update: Winning Ugly
We are going to break this month’s update into two separate pieces. First, we will recap a dismal 2022. Then, we will provide our outlook for 2023, and in some ways, beyond. Key
Forecasting the 2023 Market Outlook
While the Federal Reserve might have our backs in the case of an economic or financial collapse, right now they have one goal in mind: fight inflation. And until they reach that go
