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Nov 15, 2021
Here & Now Is Better Than Ever!
Market Commentary

Here & Now Is Better Than Ever!

  Mark H. Tekamp November 15, 2021

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Nov 01, 2021
Goldilocks & The Two Stairs
Market Commentary

Goldilocks & The Two Stairs

Yes, there are two paths you can go by, but in the long run…as we wind on down the road …And if you listen very hard the tune will come to you at last Lyrics, “Stairway to Heaven”; Led Zeppelin   An observer of the financial markets, echoing what might be described as consensus thinking, opined “with economic growth weakening and inflation increasing, the risk of a reversal is increasing.”...

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Oct 02, 2021
Seven & Oh?
Market Commentary

Seven & Oh?

“The gray-eyed morn smiles on the frowning night, Checkering the eastern clouds with streaks of light.” - William Shakespeare   “Rate Surge Sends Stocks Tumbling. Worst Day Since March” read one headline on September 29th. The Wall Street Journal , seeking to contribute towards investors understanding of the stock market’s sour mood, offered by way of explanation “…concerns that higher inflation…will stick around longer than expected…as well as data that...

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Sep 01, 2021
Teeter Tottering
Market Commentary

Teeter Tottering

“I look like I’m stable, like nothing can move me, I look like I’m steady, like nothing will shake me. I’m unable to balance, my emotions and all, As I sit alone on this teeter totter” - Vishal Duti “Teeter Totter”   Our fellow citizens celebrated August’s 2.98% rise in the S&P 500, the seventh consecutive month of positive returns, by expressing their wish to go short the US economy....

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Jul 31, 2021
Bull Market Blues
Market Commentary

Bull Market Blues

“Well, first you got to want to get off, bad enough to want to get on in the first place And you better trust in your lady luck, Pray to God that she don’t give up on you right now” - lyrics, Johnny Cash “Bull Rider”   One of the more interesting phenomenon currently existent in the financial markets is the disconnect that exists between the reality of most investor’s...

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Jul 06, 2021
Dousing Housing?
Market Commentary

Dousing Housing?

“There’s no place like home, there’s no place like home, there’s no place like home.” – Dorothy, The Wizard of Oz   “Manic Housing Market Needs a Calming Dose of Deregulation”. So headlined Bloomberg on June 1st. “An inflation storm is coming for the U.S. housing market.” Thus warned Marketwatch on June 26th. By now, most of us are aware that residential home prices are, and have been, heading higher,...

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Jun 01, 2021
Inflation Fixation
Market Commentary

Inflation Fixation

“Not only is there but one way of doing things rightly, but there is only one way of seeing them, and that is, seeing the whole of them.” – John Ruskin   At 8:30 am on Wednesday, May 12th the U.S. Bureau of Labor Statistics issued its much anticipated news release of the latest Consumer Price Index number. “The Consumer Price Index …increased 0.8 percent in April…over the last 12...

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May 03, 2021
Taxiing or Take Off?
Market Commentary

Taxiing or Take Off?

“Contradictions do not exist. Whenever you think that you are facing a contradiction check your premises. You will find that one of them is wrong.” Ayn Rand from “Atlas Shrugged”   There it was on the front page of the April 30th edition of The New York Times. “U.S. Economy’s Strong Start Signals a Stellar Year.” One year ago, who would have thought that our journey through Covid would have...

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