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Market Outlooks
Productivity, Profits, and Pay
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Despite the Delta variant of the coronavirus, supply chain bottlenecks, a spike in input prices, and a meaningful employer/employee mismatch, the US economy continues to power ahead.
Market Outlooks
Nobody Likes to Pay More for Stuff. So Why Does The Fed?
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Given the shutting down of the economy last year, and the subsequent collapse in demand and prices, the year-on-year comparisons into 2021 pretty much guaranteed a dramatic jump in prices as the economy reopened; stressed supply chains are adding to inflationary pressures.
Market Outlooks
Forget The Fox…What Do The Dots Say?
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“What does the fox say?” got me thinking about last week’s Federal Reserve meeting and “What do the dots say?”
Market Outlooks
Don’t Call It A Comeback
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Despite a down day Friday, it was a good week for the tech-heavy Nasdaq Composite, with the index up more than 3% for the week.
Market Outlooks
To paraphrase Yogi Berra, what can we observe by watching gold and copper?
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The late, great Yogi Berra, in addition to winning 10 World Series with the New York Yankees, was the creator of numerous classic malapropisms, including, “You can observe a lot by just watching.”
Market Outlooks
In a big November, small caps come up REALLY BIG
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As we take pen to paper for this Weekly Wire we have one trading day left in November, and what a November it has been for our country, our economy, and our stock market:
Market Outlooks
Considering the long-term economic consequences of COVID-19
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COVID-19 is first and foremost a healthcare crisis, and its impact on the world has been devastating. That said, as investors, we must try to determine the long-term economic consequences of the pandemic.
Policy and Regulatory Commentary
We’ve got Georgia on our minds
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When one thinks of the great state of Georgia, one often thinks of the classic tune, “Georgia On My Mind,” and the late, great Ray Charles, who first recorded it in 1960
Market Outlooks
Weekly Wire: We’ve got Georgia on our minds
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When one thinks of the great state of Georgia, one often thinks of the classic tune, “Georgia On My Mind,” and the late, great Ray Charles, who first recorded it in 1960 and made it famous around the world.
Market Outlooks
Weekly Wire: The (presumed) policy implications of 11/3/2020
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While we won’t know for sure which party will control the US Senate through 2022 until Georgia decides both of its US Senate elections via a January 5, 2021 runoff, we are comfortable assuming the United States will face a divided government the next two years, with a Democrat in the White House, a Democrat-led House of Representatives, and a Republican-led Senate.
Market Outlooks
Weekly Wire: For the market, an unpleasant, but not unexpected, September and October
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We just closed the books on a tough two months for the market, with the S&P 500 Index (S&P 500) off 3.8% in September and off 2.8% in October.
Market Outlooks
Weekly Wire: Something worth paying attention to other than the election
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What – other than the election – should be commanding investor attention these days? Our vote would be the bond market. To help put politics and the bond market in the same neat little box, we turn to renowned political consultant James Carville, who in the early 1990s said, “I used to think that if there was reincarnation, I wanted to come back as the president or the pope or a .400 baseball hitter.