Market Commentary

Rising Lumber Prices Reflect Inflationary Pressures Throughout Economy

May 6th, 2021
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Increased demand and supply chain bottlenecks are pushing prices higher in many areas of the economy

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U.S. Economy Powers Up: Restaurant Jobs, Factory Orders Up, Housing Red Hot

May 3rd, 2021
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U.S. GDP nears all-time high, manufacturing continues to grow, home prices at 15-year high

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Economic Risks Are Falling, But What About Market Risks?

May 3rd, 2021
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As the economy starts to open, fundamentals point to growth—but the market isn’t all moving in tandem.

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The Perils of Investing in Bitcoin

April 29th, 2021
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Bitcoin continues to climb and attract new investors. But without fundamentals, how do you gauge its value?

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3 Reasons 2021 Looks Good for the Banking Sector

April 26th, 2021
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The banking sector came through the economic shutdown in good shape—and that bodes well for 2021

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Early Inflation Signs, Job Market Strength, U.S. New Businesses Up

April 26th, 2021
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Inflation fears as consumer staples prices set to rise, job market stronger than most think, business start-ups rise

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Mitch’s Thoughts on the Record U.S. Deficit

April 22nd, 2021
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A look at the potential impact of the U.S. budget deficit and debt levels that are well over 100% of GDP

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Inflation Worries May be Overstated

April 19th, 2021
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The potential for rising inflation is real, but media narratives may be exaggerating its impact on the market and economy

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China’s Magnet Monopoly, Banks Look Strong in 2021, World Chip Shortage

April 19th, 2021
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Semiconductor shortage hits auto makers, rising yield curve favors banks, West challenges Chinese on magnets

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The Perils of ‘Get Rich Quick’ Investment Ideas

April 12th, 2021
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Unproven investment classes like SPACs and crypto are luring investors, but carry extreme risks

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