International Conflicts and Energy
International conflicts are at the forefront of news headlines in recent weeks with Hamas/Israel tensions seemingly rising each day. Additionally, the Russia/Ukraine war now enters its 21st month and China and…
Surge in Bond Yields
Since the spring of 2022, investors have been dealing with consistently rising bond yields. This has occurred in conjunction with the Federal Reserve raising the Fed funds rate to slow…
Interest Rates Take Center Stage
As we close the third quarter of 2023, investors are faced with a positive market for the year but also one that is currently in the midst of a market…
A Looming Government Shutdown
Government shutdowns have become an increasing part of US politics as Republicans and Democrats try to use it as a bargaining chip or influence upcoming election strategy. Since 1980, there…
How Important is China
News headlines about China, both economically and politically, have increased as of late. Items such as a ban on iPhones for government-backed agencies, China skipping the G20 summit, and evidence…
Let’s Celebrate Labor
According to the US Department of Labor, Labor Day is an annual celebration of the social and economic achievements of American workers. The American worker is certainly deserving of recognition…
“TARA” There are Reasonable Alternatives
“TINA” is an acronym for “There Is No Alternative”, and the term has been used by investors over the last decade to describe the US stock market (S&P 500) compared…
New Bull Market
As of June 8th, the S&P 500 has rallied more than 20% off the market lows made in October 2022. As a result, there is a refreshed debate on whether…
US Debt Ceiling
On January 19th, 2023, the United States reached the technical debt limit of $31.4 trillion.1 However, there are ways in which the US Treasury can continue to meet the financial…
Conflicting Signals
Investors would be forgiven for being a little confused at stock and bond markets this year. There are many conflicting signals that, when combined with the very recent and exceedingly…