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Apr 06, 2022
History Or Mystery?
Market Commentary

History Or Mystery?

The mystery of man has no beginning and no end. His intuition and feeling unfold and blend. The Mystery of Man – William Hermanns   For investors, the experience of March may have felt a bit like a walk in the park, but readers of the financial press perhaps wondered if it was a book best placed back on the shelf. “Strong Finish Can’t Salvage Tough Quarter for Stocks” opined...

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Mar 07, 2022
You-Pain?
Did You Know , Market Commentary

You-Pain?

“The secret of change is to focus all of your energy, not on fighting the old, but on building the new.” - Socrates   The war in Europe feels like footsteps not quite reaching the pavement. The March 1st Financial Times headlined “Nike Suspends Online Purchases in Russia” and “Carmaker Ford Suspends Operations in Russia”. The same day’s Wall Street Journal joined in with “The West’s Sanctions Barrage Severs Russia’s...

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Feb 06, 2022
Eyes On the Size
Market Commentary

Eyes On the Size

The reflection on the surface of the water is often mistaken for the mysteries that lie beneath. Likewise, the reflection of the moon is mistaken for its own light.” – Thomas Lloyd Qualls, Painted Oxen   The 14.4 % decline in the S&P 500 from the market close at year’s end to its low for the month on January 24th is what captured the headlines. Forbes Magazine mused “Will Inflation...

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Jan 03, 2022
Prometheus Unbound
Market Commentary

Prometheus Unbound

“Time in its aging course teaches all things.”- Aeschylus, Prometheus Unbound   There is a narrative that, while not held universally, is being offered with increasing frequency by the mavens of economic and financial market wisdom. The Federal Reserve, widely castigated only several months ago for having allowed the inflation genie to escape, is viewed by some as about to embark upon a serious policy error. In their view, the...

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Dec 14, 2021
Mirage Barrage
Market Commentary

Mirage Barrage

"I see you standing in the alleys and the hallways. Wait a second, you’re gone now. I run to touch you but you vanish through the doorway." -lyrics from 'Mirage', Tommy James & the Shondells   “The economy is very strong and inflationary pressures are high, and it is therefore appropriate in my view, to consider wrapping up the taper of our asset purchases…” so quoth US Federal Reserve Chairman...

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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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