The Fourth Quarter Effect

The Fourth Quarter Effect

Monday, October 27, 2025 September is generally regarded as the worst month in the stock market over the course of the year. But October-December is the strongest time of the year historically, and the fourth quarter consensus consistently demonstrates strong...
When Money Was Free, Prices Didn’t Matter

When Money Was Free, Prices Didn’t Matter

Monday, October 13, 2025 It seems like a sure thing, but a key question remains for American homeowners and those who want to own homes. That is, will lower interest rates help the housing market? With the Federal Reserve’s recent interest rate cut plans, the...
Investors Want a Good Growth Story

Investors Want a Good Growth Story

Monday, August 11, 2025 Valuations still matter. Even with the market hitting all-time highs, people want more and will ride the hottest stocks for more gains. But prices matter. While investors want a good growth story, overpaying for a flashy stock is dangerous. As...
Kicking the Can Down the Road

Kicking the Can Down the Road

Monday, July 7 On April 8, President Trump paused all reciprocal tariffs for 90 days. That is set to expire on July 8. As of this writing, the only trade deal we know about is with the U.K. That said, there may also be a deal with China, perhaps including 55% tariffs....
Stocks Were Bound to Correct

Stocks Were Bound to Correct

May 5, 2025 A lot has happened in the markets in 2025. But the truth is stocks were due to fall, whether from tariffs or something else. Not long ago, the stock market was trading at the highest prices measured against earnings. Stocks were more expensive than in 1929...