Commentary

June 4, 2019

Have Corporate Profits Peaked?

After marking a new all-time high in April, the S&P 500 Index fell -6.3% in May, making it the worst May for the index since the Flash Crash of 2010, and the second worst since 1962. Escalating Trade War headlines are partly to blame for the recent increase in volatility, but there are other headwinds for markets that may present […]
June 13, 2019

Could a Fed Rate Cut Be Bearish?

After the S&P 500 suffered one of its worst May’s in decades, stocks are rallying so far in June so far in June on expectations the Federal Reserve is about to cut interest rates. Despite the current optimism, history has shown that a rate cut from here could actually be bearish for stocks. Here’s why
November 29, 2022

The Only Fed Pivot That Matters

While Federal Reserve rate hikes are being blamed for market volatility this year, there is another Federal Reserve campaign that investors should be watching.