A welcome Tick Down In April’s CPI
Bryce Johnson, Principal Inflation figures continue to be the driving force behind both the bond and stock markets entering the second...
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Bryce Johnson
Mar 252 min read
The Latest On FOMC Policy
For the first quarter of 2024, interest rates have broadly reflected a divergent view on where the FOMC stands on its open market agenda....
Bryce Johnson
Jul 6, 20232 min read
Does Powell’s End (goals) Justify The Means?
By Bryce Johnson, Principal, Risemint Capital Advisors The FOMC minutes yesterday revealed that Powell may be benefiting from an old...
Joshua Rigden
Apr 10, 20239 min read
Market Commentary: 1st Quarter 2023
Markets Have Good First Quarter Global equity markets had a pretty good first quarter – especially the tech names. And interestingly, in...
Bryce Johnson
Dec 15, 20222 min read
Ever-Moving Goal Post: Has J. Powell Embraced The Market’s Lack of Confidence in the FOMC?
By Bryce Johnson Yesterday’s volatile market reaction was nothing new from what we have seen following practically every FOMC...
Bryce Johnson
Aug 16, 20222 min read
From "Hurricane" To Now Just Mere "Storm Clouds": Wall St Opinions Are As Dynamic As The Markets
The leading bankers on Wall Street sounded the alarm. Jamie Dimon of JP Morgan Chase described a pending hurricane that was set to strike...
Bryce Johnson
Jan 18, 20222 min read
Equities Tantrum At (long anticipated) Interest Rate Paradigm (actually) Shift(ing)?
For almost a year, the capital markets have been expecting a scaling-back of the Fed’s open market purchases of treasury bonds and...
Joshua Rigden
Apr 13, 20218 min read
Market Commentary – First Quarter 2021
Markets Reach New Highs in Q12021 Global equity markets had a choppy first quarter, but when the final Wall Street-bell tolled on March...
Bryce Johnson
Mar 26, 20212 min read
When Rates Begin To Rise, Active Management Is Paramount
Passive investing is perhaps the best driver of value when it comes to growing your money over time. Buy a low cost index fund and the...
Bryce Johnson
Feb 10, 20212 min read
"GameStop" Instills Confidence in the Proper Functioning Of Public Markets. Not the Other Way Around
By now, you, your parents, your children and your neighbors all know what "shorting" a stock is. I've lost count of how many iterations...
Bryce Johnson
Jan 20, 20211 min read
The Political Pendulum Swings, but the Economy Does Its Own Thing
Kenneth G. Pringle Barrons.com January 20, 2021 An important reminder that media headlines and political catch phrase messaging do not,...
Joshua Rigden
Dec 4, 20202 min read
The DJIA Hit 30,000 For The First Time In History
Should retirees worry that a stock market correction is imminent? After a long stretch of uncertainty throughout 2020, many retirees are...
Joshua Rigden
Nov 20, 20202 min read
Overall Retail Sales Holding Strong, While Restaurants And Department Stores Continue To Struggle
Overall Retail Sales Jump The U.S. Census Bureau conducts the Advance Monthly Sales for Retail Trade and Food Services Survey to provide...
Bryce Johnson
Jul 21, 20201 min read
Growth Over Value Continues
What's been a decade-long trend, its happening in 2020 is somewhat unique The growth sector is rounding out ten years of massively...
Bryce Johnson
Jul 7, 20202 min read
A Surging Rally Not Supported By Institutional Buying
Excerpts taken from Dion Rabouin from Axios.com 5/23/20 Stan Druckenmiller, the former chief strategist for George Soros, called the...
Bryce Johnson
Apr 10, 20202 min read
Perspective Within the Chaos: Unemployment, Government Intervention, and Market Technicals
Unemployment claims Another 6,600,000 filed for unemployment benefits on April 8th, which brings the total claims in the past three weeks...
Bryce Johnson
Nov 19, 20192 min read
Private Equity Is Getting Crowded
A primary motivation of investors who allocate into private equity is the hope that their capital generates a return greater than the...
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