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Why are stock markets wary of tariffs?
In two of the last three weeks, tariff announcements led to late week stock market sell-offs. Stocks quickly recovered lost…
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Optimism headed south on Friday.
After rising for most of the week, stock markets lost momentum last Friday as economic data raised doubts about further…
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Wait! What just happened?
Last week, investors were inundated with market-moving data and news. Stock markets gyrated as investors tried to process everything that…
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What moves financial markets? The short answer is: Lots of things!
Almost one hundred years ago, Benjamin Graham and David L. Dodd wrote… “the market is a voting machine, whereon countless…
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As the markets turn.
Last week, investors breathed a sigh of relief when the latest price data showed core inflation, which excludes volatile food…
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Bond yields are rising—and they have investors’ attention.
Last year, the United States Federal Reserve (Fed) lowered the federal funds rate by one percent. (The federal funds rate…
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Hello, 2025!
As we head into a new year, it can be helpful to look back at the previous year—and 2024 was…
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Consumers were more optimistic. Investors were less so.
As we neared the end of 2024, U.S. consumers were feeling optimistic. Every month the University of Michigan Survey of…
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But that’s not what I wanted!
Last week, markets were about as happy as a toddler opening a gift they didn’t like. The first upsetting event…
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How high can U.S. stocks fly?
The U.S. stock market has delivered exceptional performance over the past few years and remains on track to deliver solid…
