Wit & Wisdom – 11/8/2019

Good morning. Oh, my. One day after news stories broke about the U.S. and China preparing to rollback tariffs … comes an announcement from the White House that investors might have jumped the gun … as there is no agreement in place for tariff reduction or delay. Some dizzy investors moved toward the sidelines but […] Read More

Wit & Wisdom – 11/7/2019

Good morning. I don’t miss too many days writing my morning note … so missing a few in a row is an absolute rarity … but a little bit of turmoil recently interfered with my morning rituals … writing among them. When I joined a fraternity many years ago, my fellow “pledges” and I were […] Read More

Wit & Wisdom – 10/31/2019

Good morning. A short, sweet note this morning. Well, the Fed watch has moved to the sidelines for now and … according to Bloomberg … only a relatively small number of analysts think another move is possible before the end of this year. So thoughts move on to China and he continuing trade war and, […] Read More

Wit & Wisdom – 10/30/2019

Good morning. Working in the area of finance is always interesting … as every day is different … but it humbles you … and makes you realize your ability to figure out what drives markets is probably a tremendous degree of luck … with only a very little part being talent. Why am I saying […] Read More

Wit & Wisdom – 10/29/2019

Good morning. Both the Dow and S&P500 are up so far this morning … and while the Dow did not set a new record (the index is still around 300 points short) … the S&P hit a new high in anticipation of a rate cut later this week. Even among this good news, there is […] Read More

Wit & Wisdom – 10/28/2019

Good morning. And it is a good morning and start of the week for investors … as the S&P 500 hit a new record on the back of corporate earnings, possible advancement in trade talks and a probable Fed rate cut to be announced later this week. It is important to keep in mind that […] Read More

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