Controlled Chaos

The summer is now over, kids are back in school, and the beach clubs are starting to take down the umbrellas. And what a summer it has been! Just 7 weeks ago the mood in the markets was downright apocalyptic. Stocks were meandering near their lows after a historically...

And in this corner… 

Well, the stage is set. The participants have been selected and the battle is officially on. It’s the  Fed versus market participants now. What are the reasons for battle you ask? The Fed is hell bent now on raising rates, they are sending out various Fed Governors to...

Peak Dread?

On July 15th we sent out a “mid-month note” highlighting some of the potential positives that in our mind at least are being discounted, ignored, or underreported. This makes sense, though, the first half of 2022 has been as brutal as it gets for investors or savers,...

Middle Of July Update

Seasonal statistics show that the first two weeks of July tend to be bullish and that after a soft first half of the year, the second half, statistically speaking, leans towards being bullish as well.   Well, this is 2022 so a 0.74% gain in the S&P 500 index will...

Back Nine Begins

50% of 2022 is now officially in the books and we reckon that the vast majority of investors, particularly those with traditional IRA’s or 401ks, would rather not spend much time reflecting on it. We aren’t going to spill a lot of ink on just how bad 2022 has been...