As the East Coast spent the week chipping away at layers of ice, markets were digging themselves out from a freeze of their own — a hard freeze of expectations. Big tech earnings, a no‑surprise Fed decision, and a new Fed chair nominee all hit at once, cracking the surface
As much of the country digs out (defrosts) from the snow and ice storm this past weekend, the stock market just endured a similar week—slick conditions, sudden slides, and brief moments of calm that didn’t quite restore traction. Last week's blog title was "Broadening Volatility" and that continued
Some weeks on Wall Street feel like déjà vu, others feel like a plot twist. Last week? A little of both. AI continues to dominate the narrative (raise your hand if you're tired of hearing this), the Fed is trying to mind its own business but can’t escape political
Officially the economy grew at a 4.3% rate in the 3rd quarter and by some estimates may (officially) grow at a 5.3% rate in the 4th quarter. You would think we'd see all of the leading economic indicators humming along, but other than stock prices and the money
Here we go again, time for the 7th year of the Monday Morning Musings (MMM). For newer readers, this was started in early 2020 as this odd virus from China started to hit our borders. With it, market volatility jumped, news alerts were hitting all of our phones multiple times
