Market Outlook
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Do tariffs even matter?
The market doesn't care about tariffs anymore. That's the message being sent from stock markets that are now trading at record highs. Tariffs have not gone...
Markets remain steady
Stock and bond markets have remained steady and the wild swings that marked April have subsided. The stock market rally in May bodes well for the...
Forgetting anything happened, and looking ahead
One of the biggest risks in investing is a behavioral concept called recency bias. Markets crashed last month, so they're sure to crash again any moment......
Early year trends are still in place
While the stock market has fallen through the first three and a half months of the year, certain trends are still in place. For example, international...
Shades of 2022
The S&P 500 has fallen 10% from recent highs and is now down 5% on the year. While the catalysts are different, this recent action reminds...
Markets keep shrugging off negative catalysts
2025 is off to a solid start with both stock and bond markets rising to start the year. The positive returns are noteworthy because they've occurred...
Three themes playing out in the market to start the year
Every year in the market certain themes develop. Identifying a market theme is more art than science and is mainly inferred by being in tune with...
2023 was a great example of how investing works
2023 turned out to be a good year for investors, but it wasn't without its ups and downs. A diversified market index was up 18% through...
Good news is good news again
The May jobs report showed the US economy continued to add jobs at a healthy clip. Markets reacted how you might expect: they rose. The report...
It’s called a pain trade
There's an old adage that the market will go whichever direction inflicts the most pain on the most number of people. So if the crowd expects...
Does a rising stock market spur inflation?
A common argument against stocks rising this year is that the Fed is afraid of market rallies. The thinking goes like this: a rising stock market...
One thing that wont surprise markets in 2023
Markets generally do a good job of reflecting known information. So to understand why 2022 has been such a poor year, we just need to look...
The market keeps changing the Fed’s target
On September 21st, the Federal Reserve is expected to raise interest rates again, this time to a range of 3.0-3.25%. This will mark the highest Federal...
The market’s demise has been written
Can things get much worse this year than they are right now? According to the world, it's guaranteed that they will! The hot takes have written...
Why are investors so glum?
The market is turning into somewhat of a hamster's wheel: there's a lot of spinning around but nothing's really going anywhere. Markets have been volatile, and...