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When unique or noteworthy events happen in the world, we offer our take via our Financially Speaking articles.

It Only Takes a Few Days

Forecasting the Future Looking back we can see that 2022 was not a great year for the S&P 500 market index. It was down – 18.11% for the year. 2023 was better with a performance of +24.5%. In fact, we have now surpassed the previous market high that was set on January 3, 2022. But,

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Are the Markets now Unstuck?

At the end of October, we wrote a newsletter talking about the unusual 3-month decline seen in the S&P 500 in August, September and October.  You can read that full report here.  The basic message in that report was that we believe that the market narrative had shifted overwhelmingly to interest rates, inflation and the

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Markets Are Stuck…Why

The past almost two years have not been easy for investors.  In 2022 the S&P 500 index was down -18.1% and the Barclay’s Aggregate Bond index was down -13.0%.  The worst year for the bond market in over 100 years.  In 2023 the S&P 500 is up +13.1% (as of Sept. 30), which is nice,

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2022…The Bear Market

This year has been a tough year for investors.  At its worst the S&P 500 was down -25% in mid-October.  Currently the S&P 500 is down about -16.5% for the year.  What we find particularly frustrating about this year’s market is that the second half of 2021 looked so good, with the S&P 500 up

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Recession…or Not?

Back in June we sent out two Financially Speaking newsletters detailing our thoughts on recession.  At the time we felt we would not see a recession in 2022, but that a recession in 2023 was a real possibility.  The latest updates to this recession discussion came on Wednesday, July 13 when the Bureau of Labor

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