Equity Market Walks a Goldilocks Tightrope – September 12, 2025
Good morning, Due to my own miscalculation (mostly the hangover-like state from TKR), I don’t have August’s monthly letter ready for you this morning—even as September is already half past. The primary delay has been my desire to incorporate insights from yesterday’s Ned Davis Research special webcast, “Secular Bull Market Intact, Secular Bear Risk Rising.” It was as […]
Katz: ‘How Fast’ the Fed Will Cut is the Bigger Question
September 12, 2025 – Chief Investment Officer Stuart Katz shares his outlook on the Fed’s shift toward the job market, the path of inflation, and why the pace of rate cuts matters most—click here to watch his full interview on Schwab Network.
Market Note: A Fall Chill is in the Air
September 12, 2025 – It’s astounding that even in this age of breathtaking technological innovation, our ability to understand the state of the economy in real time remains limited. Economists and investors worldwide rely on government data that is released with significant delays and often revised. You almost have to wonder, where’s AI when you […]