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Markets in October 2023

Investment Insights Why It Could Keep Going Higher Biggest Risk   Economic Data What We Are Doing  The economy continues to defy high interest and high nominal GDP supports corporate earnings. However, sticky inflation may cause the Fed to keep rates higher for longer inevitably impacting the economy. As rates moved higher and stocks sold […]

Markets in August 2023

Markets in August Why It Could Keep Going Higher Biggest Risk Economic Data What We Are Doing   The latest inflation data is showing promising signs that inflation may be able to retreat further without devasting impacts to the economy. That said, the year over year comps become more challenging moving forward. This might keep the […]

Markets in July 2023

Markets in July Why It Could Keep Going Higher Biggest Risk Economic Data What We Are Doing   The latest inflation data is showing promising signs that inflation may be able to retreat further without devasting impacts to the economy. That said, the year over year comps become more challenging moving forward. This might keep the […]

Markets in June 2023

Markets in June Why It Could Keep Going Higher Biggest Risk  Economic Data What We Are Doing  It was nice to see other stocks besides the mega-cap stocks rally in June. For the markets to continue their upward trend, we need to see greater breadth. However, with the S&P 500 trading at 19 times forward […]

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