Bullish or Bearish: My Analysis
By John Lau, CPA, CFP® December 4, 2023 – In a call with a long-time client yesterday, he asked where I thought the market is heading, and whether I am bullish or bearish going forward. I think this may be a question in many people’s minds, so I want to take this opportunity to address […]
Pullback Risk Running High
December 4, 2023 Good morning, Much of the recent rally can be attributed to the belief by investors that inflation is moderating with interest rates coming down in anticipation of Fed rate cuts. And by rate cuts, the market means a cut in February and over 100 bps of cuts next year. Juxtaposing this outlook […]
Don’t Forget Fiscal Policy Trends
November 30, 2023 Good morning, Let us pause for a moment this morning and bid a fond farewell to November. Thank you Nov-ie, and well done! Recall how it felt limping into this glorious month – leaves were turning, the scent of fall was in the chilly air, markets had been pummeled for three straight months, market […]