Lately, It seems like the only certainty is uncertainty. Earlier this week, false hope was cast by the current administration that the Russians were reducing their build-up on the Ukrainian border. Coupled with expectations that the Feds will raise the Fed funds rate approximately 6 times, and you have an information barrage that the marketsContinue reading “Behold the Hurricane”
Category Archives: Market Volatility
September Swoon
A couple years ago on one of my early morning flights, I felt like luck was on my side: I scored an empty couple of seats next to me, and was relaxing when the flight attendant asked me what would be my drink selection. Being nice and early, a nice steaming cup of joe, soundedContinue reading “September Swoon”
Episode 16: Market & Economic Update with Matthew Ko
Markets Love a Flight Plan
Today, we are roughly 2 weeks out from the 2020 election. Like most of you, I am sick of the ads and constant coverage and yearn for not having to view political ads every 10 minutes… Over the past couple of weeks, folks have wondered what my thoughts were on the election and how itContinue reading “Markets Love a Flight Plan”
What Happened to the Market Yesterday? & What YOU Should Do….
Please buckle your seat belt, we are about to experience some turbulence… It would have been nice if Chairman Powell had ended his press conference this week with that warning. And with that, the S&P 500 was lower by 5.9% at the close of business June 11, 2020. So why this now? We seemed toContinue reading “What Happened to the Market Yesterday? & What YOU Should Do….”
It’s Déjà vu All Over Again
Last evening the Senate failed to pass the massive stimulus bill that we have all been waiting on. And I could swear that when I saw this, I thought I was waking up in the fall of 2008 all over again…. Surely the politicians remembered the lessons from 2008 when they failed to pass theContinue reading “It’s Déjà vu All Over Again”
You Can’t Start a Fire Without a Spark…
Well the destruction continued this week on Wall St., and simply put, what started out as a health crisis has turned and caused a financial one. Why have the markets been going crazy despite some movement in legislation? Well, it’s the internals of the markets – things like commercial paper, overnight window use, etc.; theContinue reading “You Can’t Start a Fire Without a Spark…”
What the Fed Just Happened?
Sunday the Federal Reserve took the extraordinary measure of cutting the federal funds rate to 0 – .25%. Along with other steps. The markets subsequently sold off as soon as the futures markets opened at 6PM E.S.T. Sunday, as they interpreted the move as a move indicative that things were worse than they were. Normally,Continue reading “What the Fed Just Happened?”
Free Fallin’
‘Free Fallin’ – I wish I was referencing the Tom Petty & the Heartbreakers song… The market has been an absolute mess for the last couple of days. I liken the feeling that we have been feeling this week to one I used to feel when we would practice emergency breakaways in the AF. TheContinue reading “Free Fallin’”
What Rubber Ducks Can Teach us about Investing through Market Volatility
There are no two ways around it, last week was just flat awful in the markets. However, when I walked into my office the other morning, I found comfort in the most unlikely of things….a set of rubber ducks. As some of you may have seen, I picked up some rubber ducks from the BerkshireContinue reading “What Rubber Ducks Can Teach us about Investing through Market Volatility”
Financial Recon 