Outlook & Ideas

Third Quarter 2025

“Resilient” is the often-used word for the U.S. Stock market this year. A better word might be “unbelievable”. Despite the threats and imposition of trade tariffs, a military attack on Iran, a budget busting tax and spending bill which could send interest rates higher, and two ongoing overseas wars, the stock market has set record…
Read More Third Quarter 2025

Previous Weeks

SECOND QUARTER 2025

The first quarter of 2025 was the worst quarter for stocks in 3 years. Why? The new administration promised less regulations, investor friendly merger approvals, lower inflation, and a stronger…
Read More SECOND QUARTER 2025

4th Quarter 2024

The third quarter produced another record high for the DJIA (42,313) and the S & 500 stock index (5,738). Evidence of a “soft landing” (falling inflation and continued economic and…
Read More 4th Quarter 2024

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