All Animals are Equal But…

Most headlines this week centered on the tragic school shooting in Uvalde, Texas where 19 children and 2 adults were killed. This was the largest school shooting since Sandy Hook in 2012. Prominent personalities in media, sports, and entertainment made emotional pleas to the men and women in congress to put forth more reasonable gun […]

THE GREATEST RIVALRY OF ALL TIME

Dear valued client, Markets were indecisive this week following another round of peace talks between Russia and Ukraine. The talks have received mixed reviews; one day, progress is said to have been made, the next more bombs are falling on Ukraine and there is said to have been an attempted poisoning of Ukrainian and Russian […]

FOLLOW THE LEADER

 Dear valued client, Volatility in the market did not wane this week; up 2-4% one day and down by even more the next. There’s still a considerable amount of uncertainty weighing on investors’ minds. I suspect gradual selloffs will continue to occur over the next couple of weeks/months until inflation concerns are assuaged and the […]

WE’VE BEEN HERE BEFORE

Dear valued client, Optimistic economic news was released this week; U.S. inflation came in at 8.3% for the month of April, compared to 8.5% in March. This is not a significant decrease, but it is progress nonetheless. It’s also the first time the rate of inflation has dropped in 8 months. On the labor front, […]

ADVICE FROM PETER LYNCH

 Dear valued client, On Wednesday, the Federal Reserve announced it is raising interest rates by a half percentage point. This is the largest rate hike since 2000 and the first time since 2006 that rates are increased in back-to-back meetings. This demonstrates the degree to which the Fed is actively attempting to control inflation and […]

A LITTLE BIRDIE TOLD ME…

Dear valued client, Elon pulled it off! The multi-billionaire secured a deal to buy Twitter for $44B. Approximately $21B of the funding will come from Musk’s personal wealth while the remaining $23B will be financed by several renowned banks, including Morgan Stanley, Barclays, and Bank of America. Tesla stock dropped roughly 12% since the announcement […]

ALL THINGS ARE CONNECTED

Dear valued client, Markets lost ground again this week. They’ve been going sideways somewhat in the past month without any significant directional changes. April is historically the best performing month of the year; though investors are reluctant to take large positions with lingering concerns over growing inflation and the Fed’s looming response to it, as […]

THINK AND GROW RICH

Dear valued client, Markets are closed today for Good Friday after sliding slightly in its 4-day trading week. Inflation and war in Ukraine remain at the forefront of investors’ minds.  Elon Musk offered to buy Twitter outright this week for 43B after refusing to join their board of directors. If the offer is accepted (I […]