Fidelity for the Win
This week I had the great privilege of spending several days with financial advisors from like-minded firms located throughout the US. We shared ideas, best practices, and digested thoughtful material. We had several folks speak on a variety of topics; however, a...
Dethroning King Dollar? Not a Chance!
The latest fear tactic, encouraging you to make terrible financial decisions, is that of the US Dollar losing its status as the world’s reserve currency. Apparently, folks are putting a lot of merit to the idea of Russia, China and Saudi Arabia forming an alliance...
Decades of Passion!
I am not sure you understand how passionate I am about financial markets. When we were rebranding years ago, I proposed the following catch phrase, “We don’t sleep, so you can.” which was shot down and rightfully so. At some point, clearly sleep deprivation would...
Prepare for Weekend Headlines
Less than a week ago, Jerome Powell took center stage in front of Congress to discuss all things inflation and interest rates. Markets did not like the tough-talking tone of Powell as he once again stated his intention to break the back of inflation through the...
The more things change…
Markets have started 2023 off much like 2022 with a spastic demeaner that is tough to trust. After a depressing December with Santa Clause seemingly stuck in a chimney, January ushered in a strong oversold bounce led by some of the most beaten-up names. Markets...
Buying High, Selling Low
At the end of 2021 I wrote a piece entitled ‘Raising the Caution Flag’ If you haven’t read it, take some time. It’s worth looking into the psychology of investors when it comes to markets. I’d love to have gleaned some great insight into the macro picture coming...
Lemonade Out of Lemons!!
Two different shoe salesmen ventured into new territories in an under-developed country. Upon scoping the landscape, the first salesman telegrammed back to the home office requesting an immediate transfer. “This is a lost cause” the salesmen stated, “Not a single...
Economics 101 & The Powell Push
It was economics 101 around the Tatro dinner table Wednesday night as my kids seemed more interested than ever before to discuss the recent market selloff. I’m not proud of the fact that, initially, I was in no mood to talk about markets after another difficult...
A New Bull?
If you listen very closely, markets may be telling us a new story. All this week we’ve heard from Fed officials regarding their tough stance and intent on ‘not stopping until the job is done.’ Jerome Powell continues to harness his “inner Volker” and made it very...
Summer Stinker
Markets limped into the end of August giving back a portion of the July bounce. While improved, the S&P remains lower by nearly 17% for 2022 with the NASDAQ being off by more than 24% Unfortunately for investors, Jerome Powell once again harnessed his inner...
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