Both our economic model and the current state of the stock and bond market highlight an environment that is uncertain at best, highly risky at worst. Here’s what the data says and how our models are currently positioned to start the 3rd quarter.
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Working According to Plan
It is easy to get lost in the short-term noise of the investment markets. While technology has certainly increased the amount of noise each of us sees each day, the short-term focus of the financial media has always been something which derails investors from achieving their
After one of the worst May’s in decades, the S&P 500 is on the verge of the best June in over half a century. This follows the best start to the year since 1987 and the worst Christmas Eve on record. It is easy to see
This week the Federal Reserve gave every indication they are ready to cut interest rates as soon as July to fight a slowdown in economic growth (or at least that’s how the stock market participants took it.) Despite the celebration there are really only two outcomes for the
Bad news is good news right now for investors. It seems the uglier the economic data, the more excited they become. The reason, as we cited last week was the belief this will lead to Fed interest rate cuts sooner rather than later. Investors are conditioned to believe anytime the
