Insights

  • The Weather

  • Market Vacillates as Oil and Yields Challenge Bull

    Over the past month yields have bounced between recent highs of 4.36% and just below 4% for the ten year bond.

  • Market Bull takes a Pause

    Stocks have mostly been caught in a state of reverse gravity this year (what goes up - keeps going up) and we’ve all become a little spoiled…until a few weeks ago.

  • Boring Fed Meeting

  • Economic and Capital Markets Update

  • Commercial Real Estate

  • Market Update 6/16/23

    I wrote my last update as we approached debt ceiling drama with no certainty a deal would get done, or be done in a timely fashion.

  • Anxiety Adjustments

  • Inside ETF Conference

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