It's All About The Consumer
With most of the companies in the S&P 500 Index having reported 3rd quarter earnings, at this point it’s not so much how well they have...
top of page
Search
Scott Poore, AIF, AWMA, APMA
- Nov 8, 2021
- 2 min
Are Equities Getting Expensive or Can They Go Higher?
The answers to these questions are "yes" and "yes." While valuations are definitely stretched for most equity sectors, inflation has put...
Scott Poore, AIF, AWMA, APMA
- Nov 1, 2021
- 2 min
Can Equities Continue The Momentum?
October turned out to be the best month of the year for the S&P 500 Index, so far. Equities were up 7.01% for October. With inflation...
Scott Poore, AIF, AWMA, APMA
- Oct 25, 2021
- 2 min
Equities On The Move
October is shaping up to be a strong month for equities. Consumers are holding up the U.S. economy, but for how long? Rising yields and...
Scott Poore, AIF, AWMA, APMA
- Oct 18, 2021
- 2 min
Market Poised for Strong 4th Quarter, But Headwinds Are Present
The fourth quarter is historically a strong quarter for the S&P 500 Index. When we look back since 1950, the S&P 500 has been positive...
Scott Poore, AIF, AWMA, APMA
- Oct 11, 2021
- 2 min
Market Back To Fundamentals With End to Stimulus In Sight
Jobs Report disappoints, but jobless claims points to a better report next month. Stagflation or just high inflation? COVID cases and...
Scott Poore, AIF, AWMA, APMA
- Oct 4, 2021
- 2 min
September Didn't Fail To Live Up To The Hype
September, October are volatile months, but Nov-Dec is usually strong. Shipping rates and cancellations could be bad combo for retail...
Scott Poore, AIF, AWMA, APMA
- Sep 27, 2021
- 2 min
Market Shift Ahead?
Bond yields are rising in light of Fed Tapering to begin soon. Financials and Cyclicals could be in play with market rotation. Rising...
Scott Poore, AIF, AWMA, APMA
- Sep 20, 2021
- 2 min
Fed At The Crossroads
Inflation numbers not so transitory. September & October are volatile months for the market, historically. COVID numbers continue to...
Scott Poore, AIF, AWMA, APMA
- Sep 13, 2021
- 2 min
Markets Awaiting Fed
Fed to announce tapering in November? What's so transitory about inflation? COVID numbers continue to improve. Markets have been jittery...
Scott Poore, AIF, AWMA, APMA
- Sep 7, 2021
- 2 min
Markets In Holding Pattern?
Disappointing jobs data gives hope to investors of delayed tapering. Extended pandemic unemployment benefits quietly expire setting the...
Scott Poore, AIF, AWMA, APMA
- Aug 30, 2021
- 2 min
Fed Ambiguity Bullish?
Fed presidents signal time to end Tapering, but Powell leaves room for flexibility Economic data mixed last week, but consumers acting...
spoore1
- Aug 23, 2021
- 2 min
Fed Ready To Shift?
The Fed minutes released last week from July's meeting point to a majority of Fed governors that believe it's near time to begin tapering...
Scott Poore, AIF, AWMA, APMA
- Aug 16, 2021
- 2 min
Higher Inflation, Sooner Fed Action?
Both Consumer Prices and Producer Prices rose last week as there is no clear trend that inflation is "transitory." In fact, futures...
Scott Poore, AIF, AWMA, APMA
- Aug 9, 2021
- 2 min
All Good Things Must Come To An End
The title of this week's Market Recap is a quote attributed to Geoffrey Chaucer, the 14th Century English poet and author. The "good"...
Scott Poore, AIF, AWMA, APMA
- Aug 2, 2021
- 2 min
Jobs and COVID
Investors who fear that the Fed will start tapering bond purchases sooner than expected has those fears eased last week with the Fed's...
Scott Poore, AIF, AWMA, APMA
- Jul 26, 2021
- 3 min
All Eyes on the Fed This Week
The Fed will meet at its normally-scheduled Open Market Committee meeting Tuesday and Wednesday of this week. Chairman Powell's press...
Scott Poore, AIF, AWMA, APMA
- Jul 19, 2021
- 2 min
Recovery Still On Track
Despite the latest increase in COVID cases and the constant touting of said increase by the media, the economic recovery is still on...
Scott Poore, AIF, AWMA, APMA
- Jul 12, 2021
- 2 min
Positive 2nd Half Expectations
In honor of Summer and relaxation, we need to celebrate the good things in life. If you pick up a newspaper or watch the news, life as...
Scott Poore, AIF, AWMA, APMA
- Jul 6, 2021
- 2 min
Second Half of 2021
Many of the market themes that we formulated at the beginning of the year have played out close to what we expected. As a brief recap,...
bottom of page