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Weekly TGIF

Weekly TGIF

The Prices We Pay

If you followed the Market this week, you no doubt felt the turbulence. There's some serious stuff going on beneath the surface. The Market is in complete recalibration mode as the reopening of America continues.…
May 14, 2021
Weekly TGIF

Another Rapid Rundown

This was no slow week in America. It was stacked with many Market moving events. Stocks rallied in April on the back of strong earnings, a surging Economy, more anticipated fiscal spending, and a continued…
April 30, 2021
Weekly TGIF

Stuff Keeps Catching a Bid

There was a rally on Wall Street. Both the Dow and S&P are at fresh, all-time highs. Dow reached 34K for the first time. The S&P banked its first 4-week winning streak since last August.…
April 16, 2021
Weekly TGIF

Covid, Cruises, Ketchup & the Market

The re-opening of America continues to be the theme as vaccine distribution outpaces the rising caseload. It's different overseas, where lockdowns continue. America's Economy is accelerating. JP Morgan CEO Jamie Dimon started the week saying…
April 9, 2021
Weekly TGIF

The Bond Vigilantes Ride Again

Something strange has been happening in the Market. The Bond Vigilantes have returned after a 4-decade hibernation. The term "Bond Vigilantes" was coined by legendary investor Ed Yardeni in the 1980s in reference to Bond…
March 26, 2021
Weekly TGIF

March Madness Hit the Market

The Stock Market opened Friday in messy fashion to close out a manic week. March Madness hit the Market. The Bond Market launched a full-court press on the Fed, which turned trading upside down. Interest…
March 19, 2021
Weekly TGIF

One Year Later

Exactly one year ago, the World Health Organization officially declared the Coronavirus outbreak a pandemic. This was an acknowledgment of what seemed clear to many already. Tom Hanks got the virus. Walt Disney closed its…
March 12, 2021
Weekly TGIF

Shakeout on the Street

Escalator up. Elevator down. That is the way of the Stock Market. It's an old saying. It's a long-term theme. The volatile price action can be gut-wrenching. It's certainly not everyone's favorite ride. Wouldn't it…
March 5, 2021