tmoore

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So far tmoore has created 148 blog entries.

T&C | Episode 51: Strong Conviction Wile E. Coyote

2023-04-12T13:45:20+00:00

We delve deeply into pun-ditry, as well as a continued post-mortem of Silicon Valley Bank. Will casts doubts over Adam’s ability to be a bond guy (or girl), and they also discuss the Fed’s strong conviction, Wile E. Coyote-style stretching of the economic rubber band and the potential implications of its snap back in the event the Fed is forced to pivot.

T&C | Episode 51: Strong Conviction Wile E. Coyote2023-04-12T13:45:20+00:00

Market Commentary – Waterloo April 2023

2023-04-10T17:17:57+00:00

Key Takeaways • Not even a banking panic could keep the S&P 500 from posting gains for March and Q1. • Renewed hopes for a Fed pivot sent investors flocking to the perceived safety of megacap tech stocks, with the NASDAQ triumphantly entering an official bull market. • However, just as Napoleon’s return from exile was short-lived, we believe the euphoria of a new bull market will be fleeting, though opportunities will be found in less conventional parts of the market.

Market Commentary – Waterloo April 20232023-04-10T17:17:57+00:00

Barrons: SVB Sale Is Close. FDIC Seeking a Deal by Monday

2023-03-27T16:03:50+00:00

Read Will's Commentary - Barrons: The Federal Deposit Insurance Corp. is planning to announce its decision on the sale of Silicon Valley Bank this weekend, Barron’s Advisor has learned. A person familiar with the FDIC’s plans indicates that the banking regulator hopes to present a resolution of the auction over the weekend.

Barrons: SVB Sale Is Close. FDIC Seeking a Deal by Monday2023-03-27T16:03:50+00:00

T&C | Episode 50: Banking, From Assyria to Silicon Valley

2023-03-27T13:37:59+00:00

Will and Adam provide an update on the continued fallout in the banking sector, including what it means for consumers and markets. The surprising rebound in technology stocks despite a nascent banking crisis is also analyzed and compared to what we experienced during the financial crisis. We also debate what the opposite of inverted is and why it is important to our outlook for the economy. For even more, click here to read Will’s comments on Silicon Valley Bank in Barron’s.

T&C | Episode 50: Banking, From Assyria to Silicon Valley2023-03-27T13:37:59+00:00

Market Commentary – Field Trip March 2023

2023-03-10T18:54:49+00:00

I recently accompanied my son’s class on a field trip to something called the Exploreum. As you may have heard, good things don’t end with “eum”. Although certain facets of the trip were quasi-educational, I did take umbrage at their comparison of “playing the stock market” to casinos and the lottery:

Market Commentary – Field Trip March 20232023-03-10T18:54:49+00:00

NYSE Issuer Spotlight – Formidable ETF’s

2023-03-27T16:02:32+00:00

Formidable was founded in 2013 as a wealth management firm. Our CEO and founder, Will Brown, wanted to bring a differentiated, active approach to the RIA space. When developing client portfolios, we were unsatisfied with solutions we saw in the market, especially in the alternatives space.

NYSE Issuer Spotlight – Formidable ETF’s2023-03-27T16:02:32+00:00

T&C | Episode 48: The New Nas-quack

2023-02-10T17:33:53+00:00

We look at the self-proclaimed new Nasdaq, a.k.a., Ark, as emblematic of the ferocious return of speculation in 2023. We also look at the behavior of meme stock speculators and debate the role the Fed may or may not in fomenting speculation as it (and we) debate how restrictive policy is versus how restrictive it needs to be.

T&C | Episode 48: The New Nas-quack2023-02-10T17:33:53+00:00

Market Commentary – The Constant February 2023

2023-02-06T16:59:13+00:00

If you think our title sounds like an episode of the TV show Lost, you would be correct. Per Wikipedia, an always reliable source, “’”The Constant” is widely regarded as one of Lost's best episodes, and arguably the best episode of television produced in the 21st century.” I encourage one of our readers to edit this incredibly hyperbolic entry.

Market Commentary – The Constant February 20232023-02-06T16:59:13+00:00