Fever Pitch
In 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...
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Scott Poore, AIF, AWMA, APMA
- Apr 18, 2022
- 1 min
Equities Rotate as Inflation Marches Higher
Equities 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, 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 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 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 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 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...
Scott Poore, AIF, AWMA, APMA
- Dec 17, 2021
- 7 min
Teacher Says, 'Every Time The Fed Speaks, An Angel Gets Volatility'
I borrowed this week's title from a Christmas movie classic to relay how much the Fed can move markets. The famous quote from the movie...
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