Sometimes I have a lot of topics to discuss on this page, other times I cannot think of much to say at all. Today is the latter. I'm not sure how many different ways I can say the same thing:
The stock market is supposed to be "efficient", at least according to academics (and those firms who have bought into this theory). Supposedly, the market (mostly) reflects all known information. In my experience this is not even close to reality. There have been dozens of times where we see a
Throughout the last 6 months, the stock market has been hoping for a "goldilocks" scenario. With the Fed raising interest rates aggressively to fight inflation, the market participants were looking for any sign the economy was slowing enough to cool inflation, which in turn would lead the Fed to backing
If I told you at the start of the year we'd have the second largest bank failure in the history of our country in March, you'd probably expect the stock and bond markets to have a rough quarter. While we saw a short sell-off, stocks finished the month with a
The markets appear to be stabilizing. The thought is the Fed, FDIC, and Treasury Department have successfully eliminated the risk of another financial contagion. I said last week, "We shouldn't take a move up in prices as a sign the crisis is over. There will be more companies who run
