Scott Poore, AIF, AWMA, APMAJun 62 minEconomic Growth Continues To SlowIn a shorter-than-normal week, the biggest piece of news out of the economic data was the Federal Reserve’s Beige Book. The report is an...
Scott Poore, AIF, AWMA, APMAMay 205 min"It's Hard To Hold A Candle In The Cold November Rain"I thought it appropriate this week, since we're experiencing rising inflation akin to the 1980s, to channel my inner hair-band. One of...
Scott Poore, AIF, AWMA, APMAMay 162 minEquities Due For A Bounce, But Cracks In The System EmergeEquities had a rough week last week in spite of a Friday rally. Overall, most indices were down 1% or greater for the week. Language by...
Scott Poore, AIF, AWMA, APMAApr 252 minEquities Give Way to Fed SpeakEquities were under pressure late in the week as the multiple Fed governors floated a more aggressive stance toward rate hikes. By...
Scott Poore, AIF, AWMA, APMAMar 116 minWorking The ProblemThis week's inspiration comes from the under-rated, entertaining film "The Martian." Actor Matt Damon gives a Tom Hanksesque performance...
Scott Poore, AIF, AWMA, APMAFeb 142 minInflation, The Fed, & War DrumsLast 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, APMAFeb 116 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 46 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 312 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 283 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...
Scott Poore, AIF, AWMA, APMAJan 182 minMarkets Grappling With Fed PolicyFor 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, APMAJan 144 minThe Fed Giveth, And The Fed Taketh AwayThe 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, APMAJan 76 minMarket Musings, 2022 Outlook EditionGiven 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, APMAJan 32 minNew Year, New FocusWhile 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, APMADec 20, 20212 minFed Delivers 'Bah, Humbug' Message Before The HolidaysThe 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, APMADec 17, 20217 minTeacher 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...
Scott Poore, AIF, AWMA, APMADec 13, 20213 minIt's The Most Wonderful Time Of The YearFears 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, APMADec 10, 20215 minAll 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, APMADec 6, 20213 minMarkets Aren't Exactly What They SeemMarkets 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, APMANov 29, 20213 minMarkets Provide Head-fake To End Thanksgiving WeekTypically, holiday-shortened weeks are met with lower trading volume. That usually leads to less volatility as fewer large trades have...