Market Insights

Making the economy, markets, and personal finance less complicated

  • Finance

    The Plot Thickens

    Jul 29, 2021

    Stocks have run into a bit of volatility this earnings season despite indisputably strong results. Some are chalking the volatility up to “buy the rumor, sell …

    Read More
  • Investment Strategy

    Focusing on the Banks

    Jul 9, 2021

    Financial stocks have performed extremely well over the past year. The entire index is up roughly 70% in the past 12 months as COVID related fears have subside…

    Read More
  • Economics

    Making Sense of It All

    Jun 25, 2021

    There is a peculiar recent trend you may have noticed. Over the past month or so, the dollar has increased by about 2.3% against a basket of foreign currencies…

    Read More
  • Economics

    The Narrative Changes

    Jun 15, 2021

    We’ve seen quite a sea change in the markets over the past few weeks. Rather abruptly, investors now appear to be discounting the threat of runaway inflation a…

    Read More
  • Economics

    Productivity Is Key!

    Jun 10, 2021

    Economists will tell you that there are only two ways to grow an economy: increase the number of people working (or more accurately, the aggregate number of ho…

    Read More
  • Investment Strategy

    Quality Isn’t Just for Stormy Weather

    Jun 3, 2021

    With over 98% of the S&P 500 now having reported first-quarter results, it seems like a good time to take stock. Data obtained from Bloomberg show that S&a…

    Read More
  • Investment Strategy

    Bad Bull Market Decisions

    May 27, 2021

    Bull markets are wonderful. Investors get richer. Mistakes get glossed over. Corporate America expands, and folks feel smarter. This one could last a lot longe…

    Read More
  • Investment Strategy

    The Cream Will Rise to the Top

    May 19, 2021

    Around 20 years ago, when Farr, Miller & Washington was just about five years old, the capital markets were rocked by two of the largest corporate frauds i…

    Read More
  • EconomicsMonetary Policy

    Dissecting the Inflation Data

    May 14, 2021

    The markets were roiled this week by a hot inflation reading. The Consumer Price Index, or CPI, rose 0.8% in April compared to March, and the index was up 4.2%…

    Read More