The S&P 500 hit 6900 after the Fed cut rates in late October. Since that time the stock market has been stuck in what feels like a prolonged holding pattern. Since late November the S&P has been oscillating between 6700 and 7000 with plenty of headlines
Whenever an investment goes through a significant drop in value, you will always hear people say it is a "buying opportunity". You will also typically hear other people say the drop was a "reasonable correction". Over the past couple of weeks we've seen relatively minor news erase trillions of dollars
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
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
The AI Echo, The K-Shaped Split, and The Debt Trap
Last week we hosted our annual year-end economic and market outlook. We've done versions of this every fall for as long as I can remember. Fall is also a busy time for conferences and this is a popular topic when
