Friends   Depending on your economic bias, today’s government unemployment data confirmed what you believe the Fed needs to do. We created 206,000 new jobs in June and the unemployment rate came in at 4.1%. Is the job environment starting to show a few cracks?...

Friends   The markets closed early today before the 4th of July holiday tomorrow. We will be open on Friday, and we get the non-farm payroll number before the market opens. As for today, it was very quiet as traders and market participants are likely headed for their...

Friends   Stocks rallied again and today we saw a little more broadening out of the move. Fed officials continue to signal that their next move will be to lower rates, but that doesn’t appear likely to happen before the September meeting. Next up will be earnings...

Friends   Stocks got off to a decent start as we move into the second half of 2024 but again in a very narrow manner as small and mid-cap stocks faltered as well as the equal weighted indices. But Amazon, Microsoft and Apple continue to be select generals moving the...