Hell Bent And Fancy Free
For some strange reason, the Fed appears to be "hell bent" on raising rates next month. Fed speakers have been largely hawkish in...
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Scott Poore, AIF, AWMA, APMA
- Apr 17
- 2 min
Inflation Declines and Bank Earnings Surprise
Equities were higher last week as initial banking earnings surprised to the upside and inflation continued to decline. The year-over-year...
Scott Poore, AIF, AWMA, APMA
- Apr 14
- 6 min
Too Much Time On My Hands
One of the key elements we subscribe to when generating economic and market commentary is going where the data takes us - not trying to...
Scott Poore, AIF, AWMA, APMA
- Oct 28, 2022
- 6 min
You Got To Know When To Hold 'Em
The Fed is the ultimate gambler, especially when it's "house money." All of last year we were told that inflation was "transitory" and...
Scott Poore, AIF, AWMA, APMA
- Jun 24, 2022
- 4 min
Jurassic Recession
In light of the last Jurassic Park installment this Summer, I thought it might be good to revisit the movie that started it all. The...
Scott Poore, AIF, AWMA, APMA
- Apr 22, 2022
- 4 min
Go On Take The Money And Run
Much 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, APMA
- Feb 4, 2022
- 6 min
Jobs Data, Shipping, & Oil
In 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, APMA
- Jan 7, 2022
- 6 min
Market Musings, 2022 Outlook Edition
Given 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, APMA
- Dec 13, 2021
- 3 min
It's The Most Wonderful Time Of The Year
Fears over the Omicron have eased as positive data out of South Africa is proving the variant much less deadly than it's predecessor...
Scott Poore, AIF, AWMA, APMA
- Dec 10, 2021
- 5 min
All 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, APMA
- Dec 6, 2021
- 3 min
Markets Aren't Exactly What They Seem
Markets have been hit with a lot to digest lately. The Friday of Thanksgiving week the Omicron variant of COVID was publicized. On...
Scott Poore, AIF, AWMA, APMA
- Dec 3, 2021
- 5 min
Did 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, APMA
- Nov 29, 2021
- 3 min
Markets Provide Head-fake To End Thanksgiving Week
Typically, holiday-shortened weeks are met with lower trading volume. That usually leads to less volatility as fewer large trades have...
Scott Poore, AIF, AWMA, APMA
- Nov 19, 2021
- 6 min
It'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...
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 22, 2021
- 5 min
Markets Upbeat Despite Headwinds
Markets are performing well in the early weeks of the 4th quarter. Historically speaking, equity markets tend to have their strongest...
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
- Oct 1, 2021
- 5 min
Believe It Or Not
Growing up in the '80s, I used to watch a show called "Ripley's Believe It Or Not" hosted by Jack Palance. The show would highlight...
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...
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