August 2023 Economic Outlook The past few weeks have been a rather volatile Earnings Season. A good report gets you nothing, a mediocre one gets you trashed, unless a company totally outstrips expectations then you will get rewarded. Fortunately, this short-term rout has been rather…
Jun 29, 2023
Monetary Policy and Market Trends The other week the FMOC held tight and did not raise rates though the “Dot Plot” (a survey of the members on their future outlook) surprised by signaling two more 25bp rate hikes before the end of the year. This…
May 18, 2023
Difficult Times Ahead but not Insurmountable Now that May is upon us, many Investors fall back on the classic Investors Almanac and Sell in May and Go Away. And while we love the idea of taking the Summer off the facts don’t support this maxim. …