Private Wealth Insights
Market Commentary Insights
Shelter — Week of June 3, 2024
Is home ownership worth it?
New highs, another low = nothing — Week of June 3, 2024
Waiting on the Fed
May showers of returns — Week of May 27, 2024
some modest proposals
Boating, summer fun or fueling inflation? — Week of May 27, 2024
Supply chain issues are not transitory
New highs – let's get some confirmation — Week of May 20, 2024
Wall Street: short patience; long just about everything
Money flows like a river — Week of May 20, 2024
Done with the rapids soon?
Weak volume and defensive sectors – not a rally recipe — Week of May 13, 2024
Stocks need more LFT less I in LIFT.
Fed + Treasury more money and lower rates — Week of May 6, 2024
A receipe for more inflation…
More than a simple curve — Week of May 6, 2024
Rates are fascinating
No rate cut any time soon. — Fed Meeting of May 1, 2024
Fed starts buying more Treasury bonds in June – trying to lower rates without hiking