Playing With House Money
I 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...
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Scott Poore, AIF, AWMA, APMA
- Mar 21, 2022
- 2 min
The Fed Finally Moves
As expected, the Fed raised the Fed Funds Rate by 25 basis points at last week's meeting. The recent volatility in the markets caused by...
Scott Poore, AIF, AWMA, APMA
- Mar 14, 2022
- 2 min
Inflation, Volatility, & Conflict
The conflict in Ukraine continues to cause volatility in the markets as world governments and corporations have ceased doing business...
Scott Poore, AIF, AWMA, APMA
- Mar 11, 2022
- 6 min
Working The Problem
This week's inspiration comes from the under-rated, entertaining film "The Martian." Actor Matt Damon gives a Tom Hanksesque performance...
Scott Poore, AIF, AWMA, APMA
- Mar 7, 2022
- 2 min
Strategic Petroleum Release, Strong Jobs, Fail To Ease the Markets
Last week, the International Energy Agency announced the release of 60 million barrels of oil from global stockpiles and the U.S. agreed...
Scott Poore, AIF, AWMA, APMA
- Feb 24, 2022
- 4 min
Geopolitical Risk Just Ratcheted Higher
Despite assurances from the Biden administration to the contrary and logical reasons for not invading Ukraine, Russia has just done the...
Scott Poore, AIF, AWMA, APMA
- Feb 22, 2022
- 2 min
Ukraine Tensions & Fed Policy
The two primary forces affecting markets right now seem to be the Ukraine crisis and Fed policy. Inflation reared its ugly head again...
Scott Poore, AIF, AWMA, APMA
- Feb 18, 2022
- 6 min
Inflation 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, APMA
- Feb 14, 2022
- 2 min
Inflation, The Fed, & War Drums
Last week, inflation rose to the higher levels in over 40 years. For the 9th time in last 11 releases, the Consumer Price Index release...
Scott Poore, AIF, AWMA, APMA
- Feb 11, 2022
- 6 min
Inflation 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, APMA
- Feb 7, 2022
- 2 min
Jobs Data Leaves Door Open For The Fed
Talking heads from the White House to Wall Street spent most of the week trying to get ahead of the expected bad print for January jobs. ...
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 31, 2022
- 2 min
Battle Ongoing Between Fed & Investors
We saw the markets respond to the end of QE in 2014 with a temporary sell off that resulting in the S&P 500 Index moving lower by 7.6%. ...
Scott Poore, AIF, AWMA, APMA
- Jan 28, 2022
- 3 min
Fed Policy Confuses & Markets Throw Tantrum
Equity 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, APMA
- Jan 24, 2022
- 2 min
Fed Policy, Inflation, & Expensive Equities
For the time being, the fundamentals seems to have taken a back seat to Fed policy and rising inflation. The economic data, for the most...
Scott Poore, AIF, AWMA, APMA
- Jan 18, 2022
- 2 min
Markets Grappling With Fed Policy
For the 2nd consecutive week, investors struggled to digest comments from the Fed. In his testimony on Tuesday before the Senate, Fed...
Scott Poore, AIF, AWMA, APMA
- Jan 14, 2022
- 4 min
The Fed Giveth, And The Fed Taketh Away
The 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, APMA
- Jan 10, 2022
- 2 min
Federal Reserve New Year's Resolution: Confuse & Confound
Equity markets were spooked on Wednesday of last week as the dot plot was shifted from rate hikes beginning in the 2nd half of 2022 to...
Scott Poore, AIF, AWMA, APMA
- Jan 3, 2022
- 2 min
New Year, New Focus
While some of the same problems from 2021 will likely affect markets in 2022, there is likely going to be a shift in market returns from...
Scott Poore, AIF, AWMA, APMA
- Dec 20, 2021
- 2 min
Fed Delivers 'Bah, Humbug' Message Before The Holidays
The Fed announced last week that Tapering of bond purchases would proceed at a faster pace ($30 bil per month) than originally advertised...
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