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Tariff Uncertainty Facing Stocks to Start Clearing Soon | Weekly Market Commentary | March 31, 2025

Printer Friendly Version Wednesday is the big day when the Trump administration will provide more clarity on their tariff plans. The latest news has been a mix of encouraging talk about narrow reciprocal tariffs and deep and biting auto (and auto parts) tariffs. It’s...

Powell Walked a Tightrope | Weekly Market Commentary | March 24, 2025

Printer Friendly Version Trade uncertainty and nagging inflation made Federal Reserve (Fed) Chair Jerome Powell walk a tightrope at the latest press conference. The Chairman of the Fed’s monetary policy-setting committee stressed the uncertainty about economic...

Market Correction Perspective | Weekly Market Commentary | March 17, 2025

Printer Friendly Version U.S. equity markets officially entered correction territory last week for the first time in 344 trading days. Tariff uncertainty feeding into economic growth concerns has been the primary catalyst behind the risk-off rotation. The 10% drop —...

Navigating Strategic and Tactical Investment Horizons: The Differences | Weekly Market Commentary | March 10, 2025

Printer Friendly Version Heightened volatility and uncertainty in both financial markets and the broader economy present challenges and opportunities for investors. Understanding the fundamental differences between the strategic and tactical investment horizons...

Earnings Season Recap: Strong Growth, Big Upside, Now What? | Weekly Market Commentary | March 3, 2025

Printer Friendly Version Fourth quarter earnings season is nearly complete, and it has been a good one. S&P 500 companies grew profits more than 18% year over year, according to FactSet data, with mega cap technology and financial companies doing most of the heavy...
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Recent Posts

  • Finding Value Among the Muni Market Malaise | Weekly Market Commentary | May 5, 2025
  • Softer Tone on China Is Encouraging, but Some Caution Still Advised | Weekly Market Commentary | April 28, 2025
  • Revising Our S&P 500 Target Amid a Storm of Uncertainty | Weekly Market Commentary | April 21, 2025
  • Decent Chance Stock Market Bottom Is in but Far From Certain | Weekly Market Commentary | April 14, 2025
  • Tariff Turmoil: Where Do We Go From Here? | Weekly Market Commentary | April 7, 2025

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