Scott Poore, AIF, AWMA, APMAApr 14, 20236 minToo Much Time On My HandsOne 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, APMAApr 10, 20232 minStrong Jobs Report Contradicts Shaky Economic DataEquities were mixed after a shaky week of economic data, until Friday’s Labor Report. The economic data looked worse than it actually...
Scott Poore, AIF, AWMA, APMAApr 7, 20235 minSlice Or Hook?Never underestimate the Fed's ability to let a good crisis go to waste. We have written a lot about recent policy mistakes by the...
Scott Poore, AIF, AWMA, APMAApr 3, 20232 minEase In Banking ConcernsEquities marched higher last week as volatility eased and banking concerns declined. With the banking fears and economic fears, earnings...
Scott Poore, AIF, AWMA, APMAMar 31, 20235 minThe Cat's In The CradleThere's some talk right now that the current market environment resembles a "dead cat bounce" or that we're setting up for a recession. ...
Scott Poore, AIF, AWMA, APMAMar 27, 20232 minFed And Treasury Not On The Same PageMarkets were somewhat resilient last week, given the disaster that was the Treasury Secretary’s speech before Congress. Things were going...