Everyone is still hyper-focused on AI as the return of AI growth mania has taken over the stock market once again. April was the best month for stocks since 2020 as the still on-going Iran War has been pushed to the backs of most people's minds (other than those people
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
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
Writing a weekly blog discussing the market is never easy. At times it is easy to see what is moving the market, other times it is difficult to pinpoint. Sometimes there is so much news causing wild swings in various asset classes it is nearly impossible to address everything. This
In a world where economic certainties are increasingly rare, the Federal Reserve’s latest rate cut announcement and the so-called “agreement” between the U.S. and China offer only temporary relief from deeper, long-term challenges. The markets may cheer short-term wins, but beneath the surface, unprecedented monetary stimulus, fragile global
