April Recap Suitable asset allocation involves an understanding of the current market environment. April was characterized by some of the largest companies in the S&P 500 posting above consensus earnings. Microsoft (MSFT), Amazon (AMZN), Alphabet (GOOG), Meta...
We are and you are long-term, goal-focused, plan-driven equity investors. We believe that lifetime investment success comes from acting continuously on our plan. Likewise, we believe substandard returns, and even lifetime investment failure, come...
Some January economic data continuous to be weak and point towards a possible recession, namely: retail sales, ISM (below 50) or new home sales. Yet employment data (both unemployment and job gains – especially the recent nonfarm payroll data) or delinquencies...
Average Hourly Earnings rose 0.6% MoM in November notably above the consensus forecast of 0.3% – elevated wage pressures could lead the FED to raise rates to higher levels than investors anticipate (above 5%). New York (NY) FED recession probability model in...
“It takes strong winds to move a sailing ship, but only a small rudder to define its direction.” 2023 is quickly approaching, and it’s almost that time for us to turn the page on one of the worst years in market history. This past year has been...
