Category Archive

The game has changed once again.  At one time, many decades ago, we operated in a Cold War world defined by spheres of influence. 

I’m a financial asset Mr. Brightside, as I see a market that is arguably off to its healthiest start in years.

The Winter Olympics open this week in Milan, a global showcase of discipline, precision, and marginal gains measured in hundredths of a second. Yet one thing remains constant. Every event ends with athletes on a podium, medals draped in gold, silver, and bronze. The symbolism is universal. Gold represents supremacy. Silver rewards excellence just short of the peak. Bronze honors …

“Tuesday’s gone with the wind”  –Tuesday’s Gone, Lynyrd Skynyrd, 1973   It has certainly been a rousing start to the New Year.  No sooner did the ball drop on Times Square and the President of Venezuela was making an unexpected visit to the United States, Iranian protesters were flooding into the streets, and sabers were rattling between the United States and …

Here are the highlights from the latest Market Insights video with Evan Coffey and Eric Parnell: Geopolitics have been noisy to start 2026 and could continue to produce headline risk, but financial markets continue to fade geopolitical shocks unless they become policy-driven.  Earnings remain supportive: Q4 results and forward EPS estimates point to continued growth, led by technology. Economic fundamentals will be …

“Lengthy, uninterrupted booms, like the one in the 1920s, produce a collective delusion. Optimism becomes a drug, or a religion, or some combination of both. Propelled along by a culture of hot tips, one-of-a-kind deals, killer sales pitches, and irresistible slogans, people lose their ability to calculate risk and distinguish between good ideas and bad ones.”   – Andrew Sorkin, 1929  The …

As 2025 comes to a close and the holidays draw near, it is a good time to consider the economic and market outlook for the year ahead.  Let’s get right down to it. The economy.  For the last four calendar years, markets have been bracing for the inevitable economic recession that never seems to arrive.  “The second half of the …

Here are the highlights from the latest Market Insights video with Evan Coffey and Eric Parnell: The Federal Reserve: The Fed cut the effective federal funds rate by another 25 basis points at its December meeting. What may be more intriguing for investors is their Summary of Economic Projections, which outlines participants’ expectations for growth, unemployment, and inflation. Downside Risks: Three risks …

November gave equity investors whiplash. The first three weeks were a grind lower with all three major indices slipping more than 2.50%. The tech-heavy Nasdaq was down more than 6%, while the S&P slid almost 3.50%. Then Thanksgiving week hit and markets ripped higher with the Dow leading the charge up 2.73%. What looked like the start of the worst …

“Well we all need someone to lean on and if you want it, well you can lean on me”  –Let It Bleed, Rolling Stones, 1969  It has been a difficult past four weeks since late October through late November for the U.S. stock market.  After hitting new all-time highs less than 80 points shy of the 7000 mark back on October …