January 16th, 2026
Markets have remained very resilient in the new year while facing a multitude of potential distractions, both domestically and abroad. Stock indices are hovering near their all-time highs, focusing on AI, earnings, and the economy. While we won’t have any…
January 9th, 2026
Happy New Year. 2025 finished as the third positive year in a row for major stock indices. The year for stocks can be summed up like this – a modestly positive start in the winter months followed by steep declines…
December 19th, 2025
Major stock indices declined in the first part of the week as many jittery investors remain concerned over AI-related company valuations. Then, a flood of economic data triggered a rally at the end of the week, sending some indices back…
December 12th, 2025
As expected, the Fed announced a 0.25% interest rate cut this week, bringing the Fed rate down to 3.88%. Markets welcomed the news, with the US stock market setting new all-time highs on Thursday. However, as interest rate cuts have…
December 5th, 2025
Markets are entering the homestretch for 2025 as we roll into December. The story so far this year has been pretty simple. We began with a couple of months of modest gains before the April tariff announcements on Liberation Day…
November 24th, 2025
The much-delayed September jobs report came out this week and showed that the US economy created substantially more jobs than expected during the month. The Dow Jones consensus estimate for September was 50,000 jobs versus the actual report of 119,000….
November 14th, 2025
Congress finally agreed this week to end the longest government shutdown in US history. The market celebration early in the week was short-lived as nervous investors just couldn’t get past a couple of clouds presently hanging over the markets. First…
October 31st, 2025
As of Friday morning, both stocks and bonds are wrapping up another positive month as we head into year-end and the holiday season. The Fed met this week and cut interest rates another 0.25%, but comments from Fed Chair Powell…
October 24th, 2025
Stocks had a strong week this week as 3rd quarter earnings for US companies have been solid. Oil prices spiked higher this week after President Trump sanctioned Russia’s two largest oil companies (Rosneft and Lukoil) in an effort to bring…
October 17th, 2025
Recently, China has moved to tighten its rules controlling exports of its rare earth minerals. As access to these elements are critical for the US and other western economies, President Trump responded to the proposed restrictions last Friday with a…
