Pre-emptive Pivot

Pre-emptive Pivot The news this week was the Fed (again) with the surprise change of anticipating rate cuts. Nick Timiraos, the so called ‘Fed Whisperer’ at the Wall Street Journal wrote about Chair Powell’s comments: “Dec 1: ‘It would be premature to … speculate on when policy might ease.’ Dec 13: Rate cuts are something […]
READ POST

Homebuilder Stocks Outperformance in 2023

Homebuilder Stocks Outperformance in 2023 Homebuilder stocks are performing well in 2023 due to several factors affecting the U.S. housing market: Tight Housing Market: The U.S. housing market is experiencing a tightening, with an already undersupplied housing market seeing strong demand, especially for new homes. This demand is further fueled by the fact that fewer […]
READ POST

Can’t Wait!

Can’t Wait! With Thanksgiving behind us, Christmas looms as the next big event. Is this a Santa Claus rally or the beginning of a new bull market? One thing we know about this market is that Wall St. is very much like those kids expecting Santa Claus’s arrival. They can’t wait. It seems this market […]
READ POST

A Big Waste Of Time

A Big Waste Of Time It is crucial for investors to stay disciplined and adhere to their investment strategy, tuning out distracting opinions and market speculations. While it can be challenging to ignore the flurry of bullish and bearish arguments, maintaining focus on your long-term plan is key. Shifting your strategy based on market or […]
READ POST

With Holidays Ahead, Can Consumers Keep Carrying the Economy?

With Holidays Ahead, Can Consumers Keep Carrying the Economy? Approximately two-thirds of the United States’ gross domestic product (GDP) is fueled by consumer spending, highlighting its significant influence on either propelling or hindering economic growth. Despite the challenges posed by sustained high inflation and increasing interest rates over the past year and a half, American […]
READ POST

Rising Oil Prices Could Pose the Latest Threat to the Economy

Rising Oil Prices Could Pose the Latest Threat to the Economy Oil prices have surged by over 17% since late June, causing transportation costs for both consumers and businesses to rise and unsettling financial markets. On September 27, West Texas Intermediate crude, the U.S. oil price benchmark, surpassed $93 per barrel, reaching its highest point […]
READ POST

We Didn’t Start the Fire

We Didn’t Start the Fire… The whole world appears to be burning these days. Ukraine remains embroiled in war; the Middle East is erupting (again); mortgage rates hit 8%; inflation; the President is a bit fuzzy; the Republican House can’t find a Speaker; crime is up; the U.S. (and the entire world) is drowning in […]
READ POST