Searching for Goldilocks | July 9, 2022

Searching for Goldilocks Watching the stock market these days is very easy, but also very frustrating. Good news is bad news and vice versa. Case in point was Friday’s employment report. Nonfarm payrolls increased by 372,000 in June, well above the 250,000 Street estimate and the unemployment rate remained at 3.6%. What was the reaction […]
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The New Cold War | March 12, 2022

Short-Term Humanitarian Problem & Long-Term Economic Problem Hopes were raised, then dashed, and raised yet again this week as President Zelensky took NATO off the table for Ukraine and put a new negotiation on the table. The potential glitch appears to be the demand that ‘not one inch’ of Ukraine is lost (we’re unsure where […]
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Bond Yields Raise Their Ugly Head | January 16, 2021

Bond Yields Raise Their Ugly Head Most of the time, market commentary focuses on the stock market, but every so often, the bond market flexes its muscle and takes center stage. This week was one of those times and with good reason. The push-pull of more fiscal policy to help the economy and the inflationary […]
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