Following the latest Federal Reserve meeting, there was a massive surge in media headlines stating “stagflation.” The media’s stagflation panic is unsurprising as it elicits memories of the late 1970s during the Arab oil embargo. Of course, a “stagflation” is excellent fodder for clicks and views as it scares the “bejeebers” out of people. Over the last […]
There are 10 immutable laws of money. Money – we all want it, but few of us are willing to sacrifice to get it. Those that have it generally don’t understand it, and those that don’t have it come up with excuses why they can’t get it. If this sounds confusing – it is. For […]
Building long-term wealth is not just about earning money—it’s about making smart financial decisions that allow your wealth to grow consistently over time. The financial markets offer many opportunities, but they also come with risks that require careful planning, discipline, and a well-structured investment approach. A successful investor understands that wealth is built over decades, […]
The Atlanta Fed’s GDPNow economic forecasting tool predicts an imminent recession, which is fueling investor angst. However, the New York and St. Louis Feds’ Nowcast economic forecasts predict continued economic growth in the first quarter. Confused? This article explores the GDPNow and Nowcast models to understand the recent forecast divergences. A better understanding of the […]
The biggest question I have been getting from clients and prospects lately is, “Is the correction over?” \This is not surprising, given that market declines are brutal on emotions. However, as investors, we often forget that, like the laws of gravity, “what goes up must come down.” In today’s blog post, I want to provide two […]
U.S. recession risks have been a headline over the last few weeks as the markets sold off. “Goldman Sachs and Moody’s Analytics in recent days joined forecasters raising alarm about the increased likelihood of an economic downturn. The warnings coincided with a market plunge touched off by U.S. tariffs against Canada, Mexico, and China, some of which […]
It’s Bullish…Always Last Wednesday, the Federal Reserve announced the latest decision concerning monetary policy which contained three primary components: A cut of 25bps Stopping balance sheet reductions (or Quantitative Tightening or Q.T.) An outlook suggestive this may be the only rate cut for a while. While stocks dropped on disappointment they Fed may not cut […]
The Magnificent Seven and many other large-cap growth stocks were among the winners in 2024. However, in 2025, investors are shunning the largest market cap growth and highest-beta stocks and moving into value, particularly large-cap value. Shifting investor preferences to large-cap value from large-cap growth and high beta provides an excellent example of sector and […]
It has been an interesting correction. The average retail investor was “buying the dip” despite having an extremely bearish outlook. This is an interesting point because, as shown, the retail investor used to be considered a “contrarian indicator” as they were prone to be driven by emotional behaviors that led them to “buy high and sell low.” […]