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Welcome to the WINDERMERE blog

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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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If you have watched the financial news over the past few weeks or if you happen to be an investor in any software stocks, you are likely aware of this sharp and broad based sell-off in these names. The software segment of the market is down over 30% from its September 2025 peak, marking the […]

End of the (Software) World As We Know It?

February 19, 2026

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On Wednesday, we received the January jobs number (that was slightly delayed due to yet another government shut down). Per that report, the US economy added 130,000 jobs in January. This headline number was above analyst expectations, which was all the more surprising given a few soft data releases in recent weeks that had many […]

Signs of Life for Job Market?

February 12, 2026

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2023: 26% 2024: 25% 2025: 17% – these are the annual returns in the US stock market over the past three years. Historically speaking, these returns are nothing short of exceptional. And yet, if you read or watch any news story over the past few weeks, it is a drumbeat of negativity. Don’t believe me? […]

Markets Move in Both Directions

February 5, 2026

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If you feel as though markets and news are moving at the speed of light lately, you are not alone. Whether it’s the influence of 24/7 financial news, accessibility to news flow at all times (on our phones, watches, computers, etc), the activity from the federal government, other factors, or some combination of the above, […]

Client Question: Weakening Dollar

February 5, 2026

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The Federal Reserve Bank of the US held the fed funds rate steady at Wednesday’s meeting. The fed funds rate remain at 3.5-3.75%. This was the expectation in the market and as a result, the reaction to the news was relatively muted. Chairman Powell’s commentary focused on two distinct but closely intertwined topics (1) the […]

The Fed Stays “Put”

January 29, 2026

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It may have been a shortened trading week due to Monday’s holiday but there was no shortage of market moving news. Surge in Japanese Bond Yields – Tuesday morning brought two main events, the first of which was a surge in Japanese Bond yields. They rose across all durations, with the 10 year JGB yield […]

Short Week, Lots of News

January 22, 2026

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