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

Yet another strong year
2025 started with optimism that was quickly put to the test as President Trump announced a series of strong tariffs ahead of his April “Liberation Day” announcement. As stocks plummeted, the President reversed coarse, just before the S&P 500 hit “bear market” territory of
If you read last week’s headlines, you’d think the economy just chugged an energy drink and sprinted to 4.3% growth. Sounds great—finally, something going up that isn’t the price of eggs or your morning latte, right? (Seriously, when did coffee become a luxury item?) But
The Federal Reserve often says they are "data dependent". This often leads to confusion and hyper-focus on every data release as the market speculates what it means for the next Fed meeting. Most of November saw a drop in stock prices after the Fed pushed back on the thought of
Last week the stock market got what it wanted. A month ago, it looked like it wasn't going to get its wish. Then a surprising twist happened and suddenly the market appeared to get everything it was asking for. Just the thought of receiving this Christmas wish was enough to




