Private Wealth Insights
Market Commentary Insights
Powell to markets: We’ve moved on from inflation — Week of March 25, 2024
No real or nominal reason to cut rates, but clearly somebody is telling Powell to cut
No change in rates, but change in future rates — Fed Meeting of March 20, 2024
Higher is staying longer
Rally rest stop – not a correction — Week of March 18, 2024
No change in the Walls of Worry: inflation, stagflation, slow down, etc.
A job or an adventure — Week of March 18, 2024
Are jobs plentiful?
The Fed’s balance sheet — Week of March 11, 2024
Status of your balance sheet
Stocks need a spring break from this rally — Week of March 11, 2024
Mag 7 catch breadth and let the little guys catch up
Bull was running; now trotting — Week of March 4, 2024
Momentum justifies higher returns later this year
Are you giving your best effort? — Week of March 4, 2024
Importance of productivity
AI is not the only game in town — Week of February 26, 2024
Healthy rally underneath the news
How do you measure that? — Week of February 26, 2024
Real growth or not