December is a time to look back at the year that was and turn our attention to what the new year may look like. For the stock market, following a sell-off in 2022, the new year brought impressive gains for the overall index (albeit heavily skewed to a handful of
Thanksgiving has always been my favorite holiday because of the 3 F's – Food, Family, & Football. Thanksgiving weekend gives us what seems to be a year's worth of all 3 of them. Over the years I've learned it is important to not overindulge in any of the 3 Fs, but
One of the most difficult things to understand about the investment markets is the response to various events is not always logical. If I had told you a few months ago that Israel was going to be attacked by Hamas sparking a declaration of war which included the US military
Despite a weak earnings season where growth rates slowed for the 3rd consecutive quarter and CEOs warned about an even bigger slowdown, stocks have staged an impressive rally the past two weeks. The rally has been driven with the hope the Federal Reserve is not only done raising rates but
If you've been following the markets as long as I have nothing really surprises you. The biggest thing I've learned is the market does not always makes sense depending on what data or framework you are using. The 'consensus' focus may be different than what you believe matters most. This
