Published January 24, 2025
Whereas December showed investors becoming fearful of a sharp rise in interest rates, January seems to be bringing a more optimistic read on those rising rates, namely that economic growth will re-accelerate. When Trump’s first day in office did not bring substantial across the board tariffs, stock investors took it to mean that the bulls could run. Earnings have come in very good so far further emboldening the bulls. (more…)
Published October 27, 2023
Stock markets have become quite gloomy over the past couple of weeks. The sharp rise in interest rates has combined with a general spate of negative headlines to keep investors cautious. Since it’s October we are hearing more about the possibility of a market “crash”. The article below from the Wall Street Journal highlights some of the historical instances when financial markets came briefly unhinged. A positive spin on recent market developments: there is certainly a solid wall of worry for stocks to climb should something arise to shift the market tone. (more…)