The Market in Pictures, July 28

by | Jul 28, 2023 | Blog, Charts

Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and the way they fit the unfolding puzzle of evidence:   John Luke: VIX has fallen into lower levels indicating complacency, but that hasn’t historically led to...

The Never-Ending Balancing Act

by | Jul 11, 2023 | Blog, Financial Planning

There is a constant pirouette of working, saving, and spending throughout our lives. Regardless of your career and net worth, we all attempt to elegantly balance our budget to achieve our lifestyle and savings goals. As illustrated below, the amount of spending since...
“The slowing economy is impacting the higher end consumer’s willingness to spend and that’s going to impact the most valuable company in the world.”e tightening schedule is behind us, and so as they continue to catch up, it should help strengthen the euro versus the dollar”

“The slowing economy is impacting the higher end consumer’s willingness to spend and that’s going to impact the most valuable company in the world.”e tightening schedule is behind us, and so as they continue to catch up, it should help strengthen the euro versus the dollar”

by | Feb 2, 2023 | Market Notes, Media Notes

Apple Revenue and Profit Down as iPhone Sales Slow       Disclosures   This information is for investment adviser use only and should not be distributed to any other parties. The commentary included in this post is for informational purposes only and...

The Market in Pictures, October 28

by | Oct 28, 2022 | Blog, Charts

Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and how they help fill the puzzle of evidence:   John Luke: Fastest monetary tightening in decades   Source: Bianco as of 10.25.2022   John Luke: and...

Assessing the Downside

by | Oct 3, 2022 | Blog, Market Updates

When we think about narratives surrounding slowing economic growth, our job as investors is to translate narrative into number. In other words, if the Federal Reserve continues to hike interest rates, if the housing market gets sluggish, if unemployment starts to...