Scott Poore, AIF, AWMA, APMASep 30, 20226 minFever PitchIn honor of Aaron Judge hitting his 61st home run of the season this week, I thought I'd play on the baseball theme for this week's...
Scott Poore, AIF, AWMA, APMAApr 18, 20221 minEquities Rotate as Inflation Marches HigherEquities were somewhat mixed last week, as investors rotated away from expensive growth stocks. Over the last 3 months, flows into Real...
Scott Poore, AIF, AWMA, APMAFeb 11, 20226 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 4, 20226 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 31, 20222 minBattle Ongoing Between Fed & InvestorsWe 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, APMAJan 28, 20223 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...