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
In a perfect world we could just focus on the economy and how it impacts our investments. We could just enjoy the USA Hockey victory over Canada, something that united Americans for at least a few hours on Sunday. Unfortunately our world is not perfect and politics and the divide
It's been a noisy, volatile year so far. It seems every week I have another 5 page essay to write just updating everything that happened during the prior week. Last week, I experienced a refreshingly different kind of noise – I spent the week at a conference and then took a
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
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
