Newsletter

Good news is good news again

A strong job market and consumer spending fueled rapid-rise inflation, which set off alarm bells for the Fed, which in turn ratcheted up interest rates to stem inflation’s tide. Many felt the pain of that in rising mortgage payments and growing credit card bills. Then talk about a potential recession grew.

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Sunny forecast?

Halfway through 2023, I think we can all agree that it’s been a year of unpredictability. But we’re in the height of summer; markets are soaring, and inflation is falling. Does this mean that recession talk is in the rearview mirror?It’s tempting to put your faith in...

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Time, not timing

The headlines last week declared that we’re now in a technical bull market. Not expected, considering the dual challenges of inflation and higher interest rates. Will it last, and is it possible to predict when markets will rise or fall? The simple answer is no.Of...

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