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May 08, 2023
Indices Mysteries
Market Commentary

Indices Mysteries

With no one to steer the course, a ship is like an unbridled horse. Any system will rot to naught without a leader at the helm to direct Valsa George “Captaincy” Where is Jerome Powell? An inflation number was reported last week. Who cares? The Federal Reserve is meeting next week, and they may vote to raise interest rates further. Ho hmm. We were supposed to have had a banking...

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Apr 13, 2023
Going Without the Knowing
Market Commentary

Going Without the Knowing

Every piece has a place that determines where you startIf a piece is missing from where the parts should meetIt distorts the whole picture and the puzzle can’t be complete – Anonymous For investors focused primarily upon the behavior of the financial markets the first quarter seemed to offer a relatively normal recovery from a difficult 2022. Both bonds and stocks rose in value, so it wasn’t difficult to feel...

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Mar 09, 2023
Neither Teetering nor Tottering
Market Commentary

Neither Teetering nor Tottering

I look like I’m stable; Like nothing can move me; I look like I’m steady, Like nothing will shake me; But really I teeter; To every work I flinch; But really I totter; To every change I break. Vishal Dutia, Teeter Totter After making its 2022 lows on October 14th the S&P 500 provided investors a very nice recovery of nearly 16% from that date through February 14th. Marrying a...

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Feb 06, 2023
The Morn’ of the Foreign?
Market Commentary

The Morn’ of the Foreign?

Nature’s first green is gold, Her hardest hue to hold…So dawn goes down to day. Nothing gold can stay.. – Robert Frost – Nothing Gold Can Stay Investors may have been thrilled to realize that all that was necessary to restore the pre-2022 luster to the stock market was the simple matter of dropping the two at the end of the year and replacing it with a three. The Wall...

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Jan 09, 2023
Not Believing But Seeing
Market Commentary

Not Believing But Seeing

What you see depends not only on what you look at, but also where you look from. – James Deacon 2022 will be memorialized for investors by market commentators by their use of tag lines such as “returns for 60/40 portfolio investors worst since 1871”. For those investors whom I’m best acquainted with, such as yourself, I’m looking at returns for the year in the negative 14% to 16% range,...

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Dec 06, 2022
Can I See Clearly Now?
Market Commentary

Can I See Clearly Now?

Oh, yes I can make it now the pain is gone; All of the bad feelings have disappeared; Here is that rainbow I’ve been praying for – lyrics from “I Can See Clearly Now"   Observers of the market entertained themselves for much of November debating what the stock market was most likely to view as good news. Signs of slower economic growth said some as that was what was...

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Oct 27, 2022
Where’s the Bull?
Market Observation

Where’s the Bull?

Looking for the Bull Market in the 21st Century

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Oct 06, 2022
Goldilocks & The Three Scares
Market Commentary

Goldilocks & The Three Scares

When confronted with a challenge, the committed heart will search for a solution. The undecided heart searches for an escape. Alpha Wolf Capital   The 3rd quarter certainly started off nicely enough with the S&P 500 rising 14% from July 1st to August 16th but the second half of the quarter was not nice declining 17% by quarter’s end delivering investors a -4.9% return for the quarter as a whole...

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