Market Insights

Making the economy, markets, and personal finance less complicated

  • 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…

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  • 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…

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  • 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…

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  • 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…

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  • Investment Strategy

    Banks Still Waiting for Liftoff

    Apr 21, 2021

    The banks have been reporting first-quarter earnings over the past week, and the results have been lackluster. But I’ll start with the good news. Credit is tre…

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  • Investment Strategy

    Curb Your Enthusiasm? What I Didn’t Say on Halftime Report

    Apr 15, 2021

    Our great host Scott Wapner reported that a number of the big banks were issuing cautionary warnings on the stock market. Bank of America authored “Curb Your E…

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  • Investment Strategy

    After the Half: What I Didn’t Say on Halftime Report

    Mar 16, 2021

    Today on Halftime Report, the panel got into a heated discussion about the possibility of a correction. Scott Wapner asked me and I said I believe the market i…

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  • Investment StrategyStock Market

    What’s Going On With GameStop?

    Feb 4, 2021

    In this week's Market Commentary, I thought I would take a stab at explaining the dramatic volatility in GameStop last week. The topic can get pretty complicat…

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  • Investment Strategy

    Playing It Down the Middle

    Jan 28, 2021

    There is an epic debate raging in the investment community, and whichever side prevails will have a massive edge over the losing side. This topic is front and …

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