Wednesday, June 18, 2025

The Fed's Latest, Credit Card Trends, Our Bullishness Beyond, and Correction Prospects Come Summer (video)

Once playing, click the icon in the lower right corner for full screen. Focus should occur after a few seconds; if not, click the wheel to the left of the YouTube icon to adjust:


Attention Non-Client subscribers: Nothing in this video should be construed as investment advice. The examples expressed relate to portfolio management we perform on behalf of our clients, and, again, under no circumstances are they to be considered recommendations to the viewer.

Saturday, June 14, 2025

Intermarket Confusion, Gold Stays Golden For Now, And The Risk In Rate Cuts Right Here (video)

Dear Clients, another important one to take in:

Once playing, click the icon in the lower right corner for full screen. Focus should occur after a few seconds; if not, click the wheel to the left of the YouTube icon to adjust:


Attention Non-Client subscribers: Nothing in this video should be construed as investment advice. The examples expressed relate to portfolio management we perform on behalf of our clients, and, again, under no circumstances are they to be considered recommendations to the viewer.

Wednesday, June 11, 2025

CPI Surprise, Valuations Globally, And Sustainability's In Question For US Stocks (video)

Dear Clients, this is an important one to take in.

Once playing, click the icon in the lower right corner for full screen. Focus should occur after a few seconds; if not, click the wheel to the left of the YouTube icon to adjust:

Attention Non-Client subscribers: Nothing in this video should be construed as investment advice. The examples expressed relate to portfolio management we perform on behalf of our clients, and, again, under no circumstances are they to be considered recommendations to the viewer.

Friday, June 6, 2025

Stagnating Below the Surface, And The Fed's Cost-(and yield)-Pressure Constraint (video)

Once playing, click the icon in the lower right corner for full screen. Focus should occur after a few seconds; if not, click the wheel to the left of the YouTube icon to adjust:


Attention Non-Client subscribers: Nothing in this video should be construed as investment advice. The examples expressed relate to portfolio management we perform on behalf of our clients, and, again, under no circumstances are they to be considered recommendations to the viewer.

Wednesday, June 4, 2025

Goes With Populism (video)

Once playing, click the icon in the lower right corner for full screen. Focus should occur after a few seconds; if not, click the wheel to the left of the YouTube icon to adjust:


Attention Non-Client subscribers: Nothing in this video should be construed as investment advice. The examples expressed relate to portfolio management we perform on behalf of our clients, and, again, under no circumstances are they to be considered recommendations to the viewer.

Friday, May 30, 2025

Noisy Market, Political vs Economic Constraints, And What's Working So Far This Year (video)

Once playing, click the icon in the lower right corner for full screen. Focus should occur after a few seconds; if not, click the wheel to the left of the YouTube icon to adjust:

Attention Non-Client subscribers: Nothing in this video should be construed as investment advice. The examples expressed relate to portfolio management we perform on behalf of our clients, and, again, under no circumstances are they to be considered recommendations to the viewer.

Tuesday, May 27, 2025

Noise Vs Signal: Stock Market Drivers, Short and Long-Term

I found myself, on two separate occasions today, telling clients that while I won't say that this is the most headline-driven market we've ever had to manage through, I will say, that, indeed, it is as headline-driven as any market we've ever had to manage through.

The following from Bloomberg's "Macro Man" Cameron Crise's latest podcast pretty much says it all, at this juncture: