On The Markets

Chris and Daren have been running their own "Santa Tracker" this month, to see if St. Nick stopped by Wall Street with his usual bag of gifts.  The guys break down a few stocking stuffers the market received, plus:  A look at continued market concentration, and what that means in the context of market history.  A full circle moment as the yield curve finally finally reinverts.  Why prior reinversi...

The Federal Reserve had a meeting this week and cut rates 1/4 point, but also indicated next year might only see 2 rate cuts instead of 4.  The latter of these two points seems to have upset Wall St., and Chris "No Malls" Sipes and Daren "Loves Cinnabon" Blonski look at how...  The tone of Fed Chairmen Powell's tone alone during the meeting sent the market down almost immediately.  An interesting...

All the pundits and "experts" are feeling rosy about the markets prospects for 2025, yet SWA Principals Chris "Mulder" Sipes and Daren "Scully" Blonski think the yield curve may be telling a different story.  A rousing discussion of the UFOs that have been reported over New Jersey this week.  Perspective on why people are "lever-blind" when it comes to real estate, but they would never do the same...

Sentiment in the investing world is starting to feel almost resoundingly "bullish", meaning the market it going to continue up and up.  But Chris "Batman" Sipes and Daren "Spiderman" Blonski drop a timely quote this week:  "When all the experts agree, something else tends to happen":  Daren's #1 message on every client call he takes right now:  "You cannot underestimate the power of the amount of...

The concentrated stock market continued to rise this week, albeit in a somewhat quieter holiday week. SWA Principals Daren "Wishes Turkey Was Steak" Blonski and Chris "No Seafood" Sipes and take a look at the end of November and beyond:  Why the deal on a stock is made at the buy, and why right now those deals might be outside the US, maybe in Europe.  New homes made up 26% of the available invent...

After up and down weeks following the election, the market found a foothold this week.  Chris "Buckeye" Sipes and Daren "Capital B Bitcoin" Blonski look at...  Daren takes a victory lap as Bitcoin nears $100,000 in value.  Bitcoin is now the 9th largest asset classes in the world, and worth more than the Great Britain Pound.  What the cost of owning a home right now vs. renting could be telling us...

A frequent benchmark people use for how good or bad the market is doing-  what's your buddy saying at the BBQ? SWA Principals Chris "Sucker For History" Sipes and Daren "Doge" Blonski look at why that may not be an ideal indicator and more...  The 3 things the United States can do to address the now $36T debt number it achieved today.  Why are people saying "markets are going gangbusters" when...t...

Last Tuesday has come and gone, and the market definitely reacted.  But did it's noise cover something far more interesting from the Fed? SWA Principal Daren "Jelly Belly" Blonski and Chris "Salty" Sipes take a look this week at:  Why "The emotional position should not be confused with your trading position."  The under-the-radar- move the Fed made right after the Election.  Why the Market was wro...

This week Daren and Chris look at:  Regardless of who wins, the expectation is that both parties will continue printing money at their record rate.  The market at large likes this, and seems to only want the certainty of knowing either candidate's victory, without preference to who.   Why investing at an emotional time like the election is near-identical to flying a small plane at night.  Analysis...

Chart-loving Candlestick fans unite, SWA Principal Daren Blonski returns to the show! He and SWA Principal Chris Sipes break down why the "inflation" that was allegedly "over" from a "soft landing" might not be so over:  Why Daren thinks oil is one of the most important inputs when assessing inflation, and why the current chart has him thinking the declaration of no recession might be premature. ...

SWA Principal Daren Blonski is on assignment again this week (but back next week!), so SWA Principal Chris Sipes and Marketing Director Dano Weir take the reins of On The Market and look at:  Why US stocks are among the most expensive in the world right now, and how that offsets their "high returns".  Why certain bonds are actually outperforming the S&P right now.  The continued stunning run o...

SWA Principal Daren Blonski is on assignment today, so SWA Principal Chris Sipes and Marketing Director Dano Weir take the reins of On The Market and look at:  The importance of giving yourself grace when it comes to investing and avoiding the phrase  "I should've known".  Why childcare is an under-the-radar expense when it comes to economic reporting and why in some ways it's your "second mortgag...

The cascade effect of the Fed lowering interest rates and increased liquidity is becoming evident.  This week, SWA Principals Chris Sipes and Daren Blonski look at:  Why Chris says numerous economic experts have been "wrong about the Recession, for all the right reasons."  Why so-called "uninvestable" China may be sending a big signal for a bull market right now.  The confounding proposition that...

Yeah yeah yeah, tech stock tech stock tech stock, what about GOLD though? That's what Daren's been thinking this year.  This week On The Markets, SWA Principal Daren Blonski and Chris Sipes look at:  The continued rise of gold in 2024.  Daren posits that geopolitical tensions and the election may have some large banks heaping up on gold due to doubts about the US Dollar.  And yet don't panic yet,...