Scott Poore, AIF, AWMA, APMA2 days ago5 min"It's Hard To Hold A Candle In The Cold November Rain"I thought it appropriate this week, since we're experiencing rising inflation akin to the 1980s, to channel my inner hair-band. One of...
Scott Poore, AIF, AWMA, APMAMay 135 min"You've Lost That Lovin' Feelin'"It appears that the fable around inflation being "transitory" has finally caught up to the Fed...and the markets. We could have arrived...
Scott Poore, AIF, AWMA, APMAApr 295 minSeems Like Old TimesThere are those saying that a recession is imminent and there are those saying that the economy is booming. Both are wrong. Whenever...
Scott Poore, AIF, AWMA, APMAApr 224 minGo On Take The Money And RunMuch is being made lately of the Ukraine Crisis being responsible for the rise in inflation and laying the blame at the foot of Russian...
Scott Poore, AIF, AWMA, APMAApr 154 minHighway To The Danger ZoneIt's been an action-packed week despite the holiday. Both measures of inflation, PPI and CPI, were released this week and continued to...
Scott Poore, AIF, AWMA, APMAApr 16 minThe RemusablesRecently, I've gotten into a podcast called "The Rewatchables." The show is a weekly podcast that reviews famous movies of the past and...
Scott Poore, AIF, AWMA, APMAMar 254 minPlaying With House MoneyI feel like we're living through the game Monopoly, where at any turn you could land on Chance or Community Chest and get an extra $50...
Scott Poore, AIF, AWMA, APMAMar 116 minWorking The ProblemThis week's inspiration comes from the under-rated, entertaining film "The Martian." Actor Matt Damon gives a Tom Hanksesque performance...
Scott Poore, AIF, AWMA, APMAMar 43 minAre Markets Dependent On Geopolitical Situation?Despite some good economic news this week, markets appear to be immersed in the Ukraine-Russia conflict. A good example was this...
Scott Poore, AIF, AWMA, APMAFeb 244 minGeopolitical Risk Just Ratcheted HigherDespite assurances from the Biden administration to the contrary and logical reasons for not invading Ukraine, Russia has just done the...
Scott Poore, AIF, AWMA, APMAFeb 186 minInflation Rising While Policymakers Remain Uncoupled At this point, I feel like we're living in some kind of weird paradox where the obvious seems so shocking when stated aloud. Inflation...
Scott Poore, AIF, AWMA, APMAFeb 116 minInflation Still Hot. Does The Fed React?Update: Since our original posting, it would appear that the Fed has called an "expedited, closed" meeting for Monday, February 14th at...
Scott Poore, AIF, AWMA, APMAFeb 46 minJobs Data, Shipping, & OilIn honor of rising inflation, lately I've been listening to some of my favorite tv show themes from the '70s & '80s on Spotify. One tv...
Scott Poore, AIF, AWMA, APMAJan 283 minFed Policy Confuses & Markets Throw TantrumEquity markets have not taken kindly to current Fed policy and the broad index is down about 10% from January 4th highs. We believe that...
Scott Poore, AIF, AWMA, APMAJan 144 minThe Fed Giveth, And The Fed Taketh AwayThe primary concern among investors at this point is a Fed policy mistake. In our view, that ship may have already sailed. One of my...
Scott Poore, AIF, AWMA, APMAJan 76 minMarket Musings, 2022 Outlook EditionGiven the start to a new year, we're taking this opportunity to release our Market Outlook for 2022 in place of our normal Market Musings...
Scott Poore, AIF, AWMA, APMADec 17, 20217 minTeacher Says, 'Every Time The Fed Speaks, An Angel Gets Volatility'I borrowed this week's title from a Christmas movie classic to relay how much the Fed can move markets. The famous quote from the movie...
Scott Poore, AIF, AWMA, APMADec 10, 20215 minAll I Want For Christmas Is A Santa Rally!At this rate, I should just rename this blog "Market Musical Musings." This week we take our headline from the holiday hit "All I Want...
Scott Poore, AIF, AWMA, APMADec 3, 20215 minDid You Hear What I Heard?In keeping with the Christmas song theme, I borrowed this week's musings headline from the Christmas classic, "Do You Hear What I Hear?"...
Scott Poore, AIF, AWMA, APMANov 19, 20216 minIt's Beginning to Look a Lot Like...1999 or 1973?I know we haven't even finished Thanksgiving yet, and I really don't like it when the department stores and businesses start putting...