Archives for June, 2023

  1. June 26, 2023

    The world continues to provide a multi-crisis economic backdrop, making equity investing challenging. The biggest news has been the instability in Russia, the largest nuclear power in the world. 1 Assuming cooler heads prevail as domestic instability in Russia unfolds,… More >>

  2. June 20, 2023

    During the earnings quiet period investors tend to focus their attention on a host of other issues. The most recent focal point is the Fed’s interest rate pause/skip decision last week. For the sake of simplicity and brevity they signaled another 50 basis points of rate… More >>

  3. June 12, 2023

    After one of the longest lasting bear markets in history, the S&P 500 closed up 20% off its 10/12/2022 low on Friday to kick off the official start of another bull market. If history is any guide there is more positive market action to come, according to our research… More >>

  4. June 5, 2023

    It might be easy to get distracted by the above expectations Jobs Report on Friday. After all, it could and should signal more interest rate hikes ahead by the Fed. However, the real story might be the unintended consequences of the unlimited debt ceiling passed by… More >>