#118 - Trump 2.0 What Can We Expect
Looking back at Trump's first term offers insights into potential market impacts of his second. In 2016, markets rallied after his election, while 2024 has seen sustained growth and investor confidenc...
13 Nov 202415min
#117 - Labor Costs Continue to Rise as Inflation Slows
I don't know about you, but it seems costs for everything is getting crazy. My wife went to the grocery store and items that were $9 last week are $14 this week. You can't tell me grocery store or s...
6 Nov 202417min
#116 - Consumer Spending Building Momentum
September retail sales increased 0.4% from August and the third consecutive month over month (MoM) it has increased. The 0.4% is substantially higher than August's 0.1% monthly increase. Even though...
23 Okt 202419min
#115 - Client and Friend Events
Prior to the outbreak of the coronavirus in 2020, we used to host multiple client and friend dinner events each year. Read in this issue about our dinner event this past September 27 with long time c...
16 Okt 20249min
#114 - More Jobs Less Supplies
Today we have received a trove of economic reports that indicate that companies are still hiring and growing while it appears the economy is in a mild slow down cycle. This seems contradictory and be...
1 Okt 202424min
#113 - Is Housing Reaching a Bottom?
The very low volume of existing home sales reported last week by the National Association of Realtors (NAR) would indicate the continued impact of current decades high mortgage interest rates. The NA...
25 Sep 202415min
#112 - Small Business Owners Still See Headwinds
The National Federation of Independent Business (NFIB) released its Small Business Optimism US Index today indicating it has decreased to 91.2 in August. This breaks the improving trend since droppin...
11 Sep 202417min
#111 - Summer Stock Market Selloff Continues
After a long Labor Day weekend, investors started the first trading day of September by selling. The reason floated out by the main media for the selloff is investors skittish about the S&P Global US...
4 Sep 202415min
