Financial Insights
Why We’re Cautious Near Term and Constructive Longer Term. The Key Is Rates.
As we near year-end, we are cautious about S&P 500 returns in the near term. Our S&P 500 targets for year-end...
Stock Market or Market of Stocks?
Over my 40+ years of being involved in the business of professional investment practice, I have been blessed by being...
It’s A Mad, Mad World… So Mad That We Are Still Outrageously Neutral
“It would be so nice if something made sense for a change.”—Lewis Carroll, “Alice in Wonderland” August didn’t begin...
July Was Another Winner for the Markets…Time for a Breather?
“Things turn out best for the people who make the best of the way things turn out.” – John Wooden Despite Skepticism,...
Outstanding First Half. Do We See a Market Upswing or a Fade During the Rest of 2023?
“Extraordinary magic follows you aroundand the camera can’t catch it,you won’t see it in the mirrorbut I see it, I see...
Market Review: Time to Look on the Bright Side?
When you’re chewing on life’s gristle, don’t grumble, give a whistle and … always look on the bright side of life. —...