Summers are typically the time in the markets where it is difficult to get a read on the direction of the investment markets. With large amounts of decision makers and clients on vacation you typically do not see much in the way of large allocations to help us determine the
Tag: Bond Yields
I had my annual medical check-up this morning. With that in mind, I thought I'd do a quick check-up on the market.
Stocks are VERY Overvalued
The S&P 500 has dropped nearly 8% since September 1. This isn't the first time it's dropped this much during the parabolic
The Oscars, the Grammys, the Emmys, the Tonys, and the Kansas City Fed Monetary Policy Symposium.......What do these annual events have in common? In each of their respective industries they have become THE annual event everyone looks forward to.
In the financial markets the Symposium is simply known as
As we go into the 23rd week since the COVID19 panic began it's hard to get a grasp on the big picture. I attended two more virtual conferences last week and two big name firms essentially said fundamentals do not matter – for now there is no other alternative to stocks
Like a prisoner, marking the days is a way to keep track of the passage of time. Days can blur together and it is easy to lose touch with the outside world. For the past 19 weeks I've been marking the weeks with the hope we'll be able to resume