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Welcome to the WINDERMERE blog

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Market participants received an update on inflation this week as the April 2026 reports were issued on both the consumer and wholesale pricing. Both reports showed signs of lingering inflationary pressures – potentially putting the US Federal Reserve – and the US consumer – in a sticky situation. Consumer Inflation On Tuesday, the Consumer Price […]

Sticky Situation

May 13, 2026

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If you’re wondering how markets are hitting all time highs (with an ever-increasing list of headwinds – ongoing conflict in the Middle East, high oil prices, inflationary pressures from said oil prices, and decreasing odds of rate cuts to name a few), you are not alone. What’s driving this remarkable rise? Always remember – equity […]

Earnings in the Driver’s Seat

May 6, 2026

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April’s US Federal Reserve rate decision and subsequent press conference were rather interesting – for reasons that had nothing to do with interest rates. Rate Decision As had been widely anticipated, in the face of a wobbling job market and renewed inflation fears due to the Middle East conflict, the Fed kept rates steady at […]

Curtain Call (Sort of) and a Warning

April 30, 2026

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After months (years?) of President Trump voicing his desires for a new Chairman of the Federal Reserve to take over for Jerome Powell, he’s about to get his wish. Fed Chair nominee Kevin Warsh attended Senate Confirmation hearings this week in Washington. Warsh spoke of many planned changes in terms of the Central Bank’s recent […]

Mr. Warsh Goes to Washington

April 23, 2026

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If you stopped checking your investment portfolio in March (after seemingly constant down days), it’s safe to log back in and take a look. Just today, major US equity indexes hit new all-time highs intraday, erasing the losses experienced just weeks ago. Equity investors seem comfortable looking past the ongoing/yet to be resolved conflict in […]

Stocks Rejoice, Bonds Hesitate

April 16, 2026

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Fears mounted heading into the long Easter weekend as President Trump placed an ultimatum on Iran that would have had dire humanitarian and global consequences if acted upon. At the last minute, a ceasefire was announced Tuesday night and markets sharply rebounded Wednesday, making up almost all of the declines since the conflict began. (Ironically […]

Wild Ride, Calm Mind

April 9, 2026

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It’s no secret that I have a lot of respect and admiration for Warren Buffett. His investing track record is enough to make him worthy of immense admiration but beyond that, I admire the way he thinks and talks about investing. It’s simple, to the point, laced with humor, and usually rather accurate! When markets […]

Do Nothing?

March 26, 2026

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As NCAA March Madness gets underway, investors are facing some unwelcome “market madness.” As of the writing of this post, the S&P 500 is at its lowest level since November 2025, oil prices are rising, and interest rates are also trending higher as hopes of a rate cut and low inflation fade. What happened this […]

Market Madness

March 19, 2026

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Just when I thought I had heard every market acronym and investing jargon there was, I learned a new one this week – Kangaroo Market. A Kangaroo market is defined as “a highly volatile, non-trending financial market characterized by rapid, sharp, and erratic price movements that bounce up and down without a clear, sustained direction.” […]

Kangaroo Market

March 12, 2026

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Phew, today brings a whole new meaning to “TGIF!” As an investor, weeks like this can feel likes years and it will be nice to have a two-day respite from real-time market pricing. Markets were faced with navigating the ever-changing fact pattern in the Middle East this week and given the lack of clarity on […]

A Wild Week

March 5, 2026

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