While the weather in most of the country doesn't feel like it, fall is just around the corner. Other than the northeastern part of the country, most of the country has been back in school for at least two weeks, yet Labor Day still seems to mark the "end of
"We will keep at it until we are confident the job is done......While the lower inflation readings for July are welcome, a single month’s improvement falls far short of what the Committee will need to see before we are confident that inflation is moving down.......In current circumstances,
Each summer I like to take some time away from the day-to-day operations/noise to focus on bigger picture projects, research, and professional development. It's a time to work through my reading list, catch-up on the latest updates from the CFA Institute, and most importantly refresh my brain. Given that
Our brains are programmed to remember more recent or very traumatic events more clearly, which makes us focus on those outcomes rather than other less memorable ones. This cycle actually drives bull and bear markets. Most investors individually follow the same emotional cycle. Since the markets are driven by humans,
Last week we learned inflation is running at the highest annualized rate since 1982. This led one Federal Reserve President (James Bullard of St. Louis) to say he will push to increase interest rates up 1% by July. Wall Street quickly upped their expectations for Fed Rate hikes to include
