Economic Growth Continues To Slow
In 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...
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Scott Poore, AIF, AWMA, APMA
- May 20
- 5 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, APMA
- May 16
- 2 min
Equities Due For A Bounce, But Cracks In The System Emerge
Equities 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, APMA
- Apr 25
- 2 min
Equities Give Way to Fed Speak
Equities 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, APMA
- Mar 11
- 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
- Feb 14
- 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
- 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
- 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
- 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
- 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
- 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
- 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
- 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
- Jan 3
- 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...
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...
Scott Poore, AIF, AWMA, APMA
- Dec 13, 2021
- 3 min
It's The Most Wonderful Time Of The Year
Fears 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, APMA
- Dec 10, 2021
- 5 min
All 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, APMA
- Dec 6, 2021
- 3 min
Markets Aren't Exactly What They Seem
Markets 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, APMA
- Nov 29, 2021
- 3 min
Markets Provide Head-fake To End Thanksgiving Week
Typically, holiday-shortened weeks are met with lower trading volume. That usually leads to less volatility as fewer large trades have...