Market Structure Insights

January 2, 2019

For the Federal Reserve, 2018 was the end of the lane. For us, 2019 is fresh and new, and we’re hitting it running. The market comes stumbling in (anybody remember Suzy Quatro?). The Dow Jones dropped 6% as it did in 2000. The index fell...

December 19, 2018

In the stock market the beatings have been consistent while we all wait for morale to improve. What’s causing it? I’m surprised conservatives haven’t blamed midterm elections. Alert reader Pat Davidson in Wisconsin notes CNBC viewers say tariffs, global economic weakness and Fed rate-hikes are...

December 12, 2018

Surly Furious would be a great name for a rock band. And maybe it describes stocks.  It’s for certain the name of a great Minnesota beer. We are in Minneapolis, one of our favorite cities, where Midwest client services Director Perry Grueber lives, and where...

December 5, 2018

We take a moment to honor the passing of George Herbert Walker Bush, 41st President of the United States, who earned respect across aisles and left a legacy of dignity, achievement and service. Markets are closed today in Presidential honor, perhaps fortuitously, though it won’t...

November 28, 2018

Federal Reserve Chairman Jerome Powell, keeper of the buck, speaks today. Should we care, investors and investor-relations folks? There’s been less worshipfulness in the Powell Fed era than during the Yellen and Bernanke regimes. Out of sight, out of mind.  We tend in the absence...

November 21, 2018

I like Thanksgiving.  We may not all always feel grateful for our circumstances, but an attitude of gratefulness is healthy, I’m convinced. So, happy Thanksgiving! Karen and I will be feeling festively appreciative this year high in the Rockies, in Beaver Creek. As November fades,...

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