Market Commentary – Danger Zone – June, 2022

As referenced on our recent podcast, there is a modicum of excitement around Top Gun: Maverick. The original is iconic, in part due to its legendary soundtrack, including Danger Zone, by the unofficial king of soundtracks, Kenny Loggins.

June 7th, 2022|

Market Commentary – Indiana Jones – May, 2022

I said no camels. That’s five camels…Can’t you count? Before we get to the elephant, well, camel, in the room, which is a historically bad April for equities, let us look at one of the root causes: The Federal Reserve. More specifically, investors tend to view rate increases like camels: fewer is better. Going into the meeting, we were expecting over ten…by December. The Fed made good on two (2) at the May meeting, bringing the count to three (3) hikes so far, with eight (8) more anticipated.

May 9th, 2022|

Market Commentary – Encanto – April, 2022

Our family drives…a lot. Unfortunately, the driver (usually me) does not control the music. That falls to the children, and recently the music has been almost exclusively the soundtrack to Encanto. As a Hamilton fan, I will grudgingly admit some of the songs are catchy. Having said that, the charm wanes after listening to the same song a dozen times on a three-hour tour. Just the same, given the fantastical and magical rally we saw in March, we will look at these charmed markets and see if they might last.

April 6th, 2022|

Market Commentary – Charge of the Light Brigade – March, 2022

What a difference a month makes. Last month, we used the potential for a Bengals Super Bowl win as our backdrop; sadly, the orange and black fell just short. This month, we are writing as the world and, less importantly, markets, are focused on the blue and yellow of the Ukrainian flag. This region is not new to conflict, having inspired one of history’s most famous martial poems, Tennyson’s The Charge of the Light Brigade.

March 4th, 2022|

Market Commentary – Year of the Tiger – February, 2022

There are two things we cannot ignore in this month’s recap. One, the historically dreadful January we have seen in stocks. Second, though, is the tremendous run the Cincinnati Bengals have made. Given that today (February 1) marks the beginning of the Lunar New Year and begins the Year of the Tiger, perhaps a fortuitous portent for the orange and black.

February 3rd, 2022|


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