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Decent Chance Stock Market Bottom Is in but Far From Certain | Weekly Market Commentary | April 14, 2025

Printer Friendly Version Last week we were able to check several of the boxes on our stock market bottoming process checklist. Panic-level fear in investor surveys? Check. Volatility and volume spikes consistent with prior major market lows and capitulation? Check....

Tariff Turmoil: Where Do We Go From Here? | Weekly Market Commentary | April 7, 2025

Markets got quite a surprise from the Trump administration last week in the form of tariffs above even the most aggressive forecasts, increasing the risks to economic growth and corporate profits. China quickly retaliated, Europe may follow with tariffs of their own,...

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...

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...
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Recent Posts

  • Stocks Are Following the Market’s Playbook | Weekly Market Commentary | September 8, 2025
  • Calm Before the Storm: Can This Rally Continue in September? | Weekly Market Commentary | September 2, 2025
  • Grand Ideas at the Grand Tetons | Weekly Market Commentary | August 25, 2025
  • Earnings Season Delivered | Weekly Market Commentary | August 18, 2025
  • Stocks Sailing Smoothly Through Policy Crosscurrents So Far | Weekly Market Commentary | August 11, 2025

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