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Transitory might just rear its head again as a way to describe inflation. In the most recent reading of the Personal Consumption Expenditure (PCE), the Fed’s favored inflation gauge; inflation continued to ease ever so slightly. 1 Perhaps this is why we are seeing a… More >>

Last week’s market activity took an even darker turn, with the S&P 500 falling for the seventh consecutive week. 1 The S&P 500 touched bear market territory, if only briefly, down 20%. 2 Bear markets are just part of the cycle and that’s the risk we accept… More >>

It’s such a challenging time for investors with so many issues swirling around: rising interest rates, a ground war in Europe, inflation, recession fears, COVID lockdowns in China, Fed policy errors, the list goes on. The S&P 500 is down almost 16% this year. From my… More >>

Last week’s incredible market volatility is likely to repeat in the coming weeks. The Dow Jones had a +900 point up day followed by a down day of over -1000 points. 1 This follows six consecutive weeks of negative market performance. 1 It’s clear that investors are… More >>

The U.S. economy shrank by -1.4% in Q1 and set up the possibility for recession in 2022. Perhaps Fannie Mae was right in their latest economic report (link) in calling for a possible recession this year. 1 The gap in growth was attributed to a massive amount of imports… More >>