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New Bull May Need a Breather | Weekly Market Commentary | June 26, 2023

New Bull May Need a Breather | Weekly Market Commentary | June 26, 2023

We know it’s old news at this point, but on June 8, 2023, the S&P 500 entered a new bull market. After such a strong rally off the October lows, this young bull probably needs a breather. A look at the charts suggests this market may be due for a pause. Bull...
Market Responses to Fed (in)Action | Weekly Market Commentary | June 20, 2023

Market Responses to Fed (in)Action | Weekly Market Commentary | June 20, 2023

As the economy is likely downshifting, investors should take heed that the Federal Reserve’s (Fed) current stance is eerily similar to early 2007. During that time, the Fed held a tightening bias since they believed the housing market was stabilizing, the economy...
FOMC Preview: Skip, Pause, or Hike? | Weekly Market Commentary | June 12, 2023

FOMC Preview: Skip, Pause, or Hike? | Weekly Market Commentary | June 12, 2023

The Federal Reserve (Fed) meets this week where it is largely expected to not raise short term interest rates for the first time in 15 months. However, Fed messaging has been all over the place in recent weeks. While some Fed officials continue to advocate for...
Closing Out Our Equities Overweight | Weekly Market Commentary | June 5, 2023

Closing Out Our Equities Overweight | Weekly Market Commentary | June 5, 2023

Stocks have had a nice run, but at higher prices, the bar for further gains gets higher. We have recently made the case in this publication that there are a lot of reasons to expect the market to go higher between now and year end. But with stocks at higher...
Will History Rhyme? A Fed Pause Has Been Good For Fixed Income | Weekly Market Commentary | May 22, 2023

Will History Rhyme? A Fed Pause Has Been Good For Fixed Income | Weekly Market Commentary | May 22, 2023

Economists like to remind us there is no such thing as a free lunch. In investment parlance, that just means all investments carry risk—even cash. And the big risk with cash is reinvestment risk. That is, while short term rates are currently elevated, the risk is...
Earnings Update: Better Than Feared Undersells These Results | Weekly Market Commentary | May 15, 2023

Earnings Update: Better Than Feared Undersells These Results | Weekly Market Commentary | May 15, 2023

First quarter earnings season is nearly complete, and it has caused us to regret titling our earnings preview commentary on April 10, “Malaise Continues.” While the “better than feared” label fit the past couple of earnings seasons quite well, based on the magnitude...
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