Category Archives: Stock Market
Reality Check September 2024
Summer break is over. School is back in session. Football rules the weekend. With the turn of the month, and the approaching autumn season, comes a reality check. A time to pause and take stock of where things stand. A time to make decisions.
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Wall Street Clustery
The late Sir John Templeton observed that, “Bull markets are born on pessimism, grow on skepticism, mature on optimism and die on euphoria.” Continue reading
How to Outperform the Stock Market in 2024
Following the federal open market committee (FOMC) meeting on December 12 and 13, 2023, the Federal Reserve announced it would be holding the federal funds rate within a range of 5.25 to 5.5 percent. The Fed, by way of its dot plot, also signaled there would be three 25-basis point rate cuts in 2024. Continue reading
Flying on a Wing and a Prayer
The main essence, as we understand it, is that over the last 18 months the Federal Reserve has reduced its balance sheet by nearly $1 trillion. With less Fed credit available, market interest rates must go higher. As interest rates go up, asset prices (stocks, bonds, and real estate) will eventually go down. Continue reading
