Stocks posted another good week with the S&P 500 up 1.06% on Solid economic data with a relatively calm in the bond market. Relative being the key word here amidst all the interest rate volatility of late, but the 10 year yield “only” moved up 14 bps from the prior week’s close and trading was contained inside the prior week’s … Read More

If you’ve spent more than 10 minutes with me, you likely know that winter is my favorite season of the year. Don’t get me wrong, I enjoy a beautiful summer day on the ocean, but I dream of powder covered snow fields. My snow obsession starts to kick in around October every year and by November, I am fully engaged… … Read More

Seeing The Forest for The Trees In the dynamic realm of capital markets, it’s all too easy to become engrossed in the intricate details of isolated data points, geopolitical tensions, and statements from the Federal Reserve. However, it’s crucial to take a step back and heed the age-old wisdom of “seeing the forest for the trees.” Unquestionably, the recent tensions … Read More

It’s that time of year again! The kids are back in school, weekends are filled with football games and the relentless summer heat is subsiding. Moreover, this is a time when the institutional powers return from their Hamptons retreats to reclaiming their money management roles from their understudies and scour recent data in search of the pivotal insights that will … Read More

Over the past few weeks, you might have noticed a modest retreat in the markets. I’d like to offer my viewpoint on why this adjustment is occurring and provide you with a clear understanding of the situation.   The stock market’s ascent in 2023 was fueled by several foundational factors that have been the subject of conversation all year; better-than-expected … Read More