Financial News and commentary

Blog Archives

October Stock Market Update: What Happens Next?

At a Glance Introduction With markets caught in a volatile pattern of selloffs and rallies, I thought I'd do a quick round-up of what we know (very little) and don't (a whole lot).  Before I begin, I should say: if you're looking for perfect clarity, you won't find it here. From where I stand, the crystal […]

Read More

September Stock Market Update: We're In Bear Country

At a Glance: Introduction We knew that markets were going to continue their wild ride, and here we are. Stocks slid into bear market territory after a bad May inflation report showed that prices rose at the fastest pace since 1981.1 It's clear that the Federal Reserve's efforts to cool inflation haven't borne fruit yet, […]

Read More

Are Things Better or Worse

At a Glance: Average housing prices slide, sells slow, and mortgages cool.  Recessions are normal and needed Are things better or worse? Housing: New home sales collapsed 8.1% in June to a 590k annualized unit rate missing the expected 655k consensus number.  In addition, cancelled sells in May came in at 54,000.  Talk about cold […]

Read More

Independence and Inventors

At a Glance Enjoy the 4th of July America has a history of resilience and rebuilding Consumer sentiment and balance sheets are down in the dumps Bear market rallies are to be rented not owned Freedom We want to wish you all a happy 4th of July weekend.  We hope it is filled with fun and reflection.  […]

Read More

June: Fed Raises Interest Rates

At a Glance William Boomer joins White Cloud Wealth Management The federal reserve has the tools to start and end recessions The case for bonds and the history of bonds Here Comes The Boom We are excited to announce William Boomer has joined the service team here at White Cloud Wealth Management.  William has a […]

Read More

May: Markets Are Cyclical

At a Glance 12 year old raises $325,000 for Ukrainian kids Markets are cyclical not linear, setting up peaks and troughs Interest rates are on the rise affecting stock, bond, and real estate markets Analysts are forecasting a high probability of a US recession in the coming 4 to 8 quarters Seeing The Good In […]

Read More

April: The Fed Threatens to Raise Rates

At a Glance Russia and Ukraine are making progress in peace talks. Covid is quietly subsiding.     Stock markets are searching for direction The Feds are threatening 50 basis point rate hikes Consumer sentiment is at decade lows and not a good sign Try a little Kenny G In The News Russia and Ukraine have begun […]

Read More

March: Stock Market Continues To Slide

At a Glance Ukraine, a case of courage Stock markets continue to slide, the pandemic has brought on new technology Commodities are rising and 50 year highs in multifamily housing.  Consumer sentiment is at decade lows and not a good sign Ukraine When I was a little lad, my shower curtain was a world map.  […]

Read More

February: Equity Market Sell Off

At a Glance In the news, Putin is pouncing, the super bowl is set, frozen iguanas are falling from the trees.  Equity markets sold off in January and bond markets are flashing warning signs. The energy sector is booming, employment is low, labor force participation is low, and retail sales are slowing. In The News […]

Read More

January: Equity Markets Face Headwinds

At a Glance In the news, Omicron virus, snow disruptions, child tax credit payments Equity markets face headwinds and are shifting underneath the surface Twenty five countries have total debt of 300 percent of GDP, debt can be a drag. In The News The Omicron variant has been wreaking havoc canceling flights, sports games, Christmas parties, Broadway […]

Read More