If you’ve been an investor for one month, one year, or multiple decades, you undoubtedly know that investment decisions are never made up of one single factor. Instead, it’s more reminiscent of a puzzle, with various pieces of disparate sizes coming together to formulate an image. As I look out on the final weeks of […]

After talking and thinking about the 2024 election for the past year (if not longer), it came to a swift and decisive conclusion this week (well, almost..as this is being written, the House of Representatives vote remains undecided but is trending Republican as well). In an election that split where the popular was relatively split […]

“The reports of my death are greatly exaggerated” is a famous Mark Twain quote – perhaps on the US economy would like to borrow for the time being! It was less than a year ago when there was a constant drumbeat of market commentators and financial analysts predicting an imminent recession. They believed inflation would […]

During election years, there is always considerable discussion of a potential “October surprise” – meaning a major event that happens in the month before the election that has the potential to sway the vote. If that same term were used for markets specifically, perhaps the largest October surprise for investors has been the rapid rise […]

If you have listened to business news in the past 5-10 years, you have undoubtedly heard the term Goldilocks used in more than one instance. (Loyal readers may recall that I wrote a post about her at the end of last year as well!). If you’ve missed her, don’t worry – because she’s back! Media […]

Over the course of the past week, we have received a report on both sides of the Federal Reserve’s dual mandate – the September non-farm payroll report and the September Consumer Price Index Report. Let’s take a look at these reports and what they likely indicate regarding the Fed’s future path Jobs Aplenty Last Friday, […]

Welcome to October and the final quarter of 2024! As I’ve mentioned in prior posts, Windermere subscribes to research from an independent research firm called Fundstrat. This week, their founder Tom Lee shared his outlook for the remainder of the year. He framed it as a showdown between potential headwinds (ie: things that could slow […]

Markets were relatively stable during the final full trading week of Q3 2024. There were a few notable events this week. Let’s take a quick look back and then turn our attention to the final three months of 2024. Chinese Stimulus It’s no secret that China, the world’s second-largest economy, has been a laggard in […]

For the first time in over four years, the Federal Reserve lowered the Fed Funds interest rate during its meeting on Wednesday of this week. The reduction in rates (known in financial circles as a “cut”) was 50 basis points (0.50%), making the new target range of the Fed Funds rate 4.75-5% The size of […]

September is typically a tough months for markets. This year is fulfilling on that promise of weakness & volatility as equity markets have been reminiscent of a popular ice cream flavor the past two weeks- Rocky Road! As we noted last week, there are quite a few major events happening in September and once they […]