Notes on markets, money, and the long view. The Weekly Update from Anton, plus press, and the occasional essay.
Weekly Update
Progress with tariff negotiations has calmed institutional investors who have been slowly adding to their stock portfolios since the stock market bottomed on April 8. After Trump’s April 2 Rose Garden announcement of pro
Weekly Update
In the complex and extensive ecosystem of the US economy, the fundamental core of its sustainability and continued growth largely depends on the consumer. That’s you and me and how we spend and save our money. As investo
Weekly Update
Many of our retired clients had successful careers and are now enjoying their retirement years. Stock market volatility is difficult to navigate for investors and even more challenging for those already retired. The diff
Weekly Update
Since the inauguration of President Trump, investors have been very nervous about his administration’s aggressive policy changes and process. He and his administration seem to be keeping Wall Street and Main Street on a
Weekly Update
Institutional investors have once again become headline-driven. Institutional traders seem to base their daily trading strategy on Trump tweets panicking about this announcement or another. Most interesting is their litt
Weekly Update
“The VIX gets clicks.” It’s an old saying in the financial media world, dating back to when publications first started selling display ads online. The VIX–better known as the “fear index”-- is what most investors watch t
Weekly Update
These two words have been repeated in almost every news article these past couple of months as it relates to the stock market and new policies rolling out seemingly daily from Washington. However, there are far more well
Weekly Update
The current stock market is selling off on tariff concerns while corporate America continues to grow its profits. This year the stock market selloff is like 2022 when investors’ fears of pending policies have prompted a
Weekly Update
George Foreman affectionately known as “Big George” died this week on March 21 at the young age of 76. He has many accolades to be remembered including his boxing career, business successes, father, Christian faith, and
Weekly Update
For the past week, major media outlets have opined on the stock market volatility speculating whether this is the beginning of a significant stock market selloff and if the US economy is entering a deep recession cycle l
The Weekly Update
Anton’s note on the week, plus new essays. No noise, sent when there is something worth saying.
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