Capital Market Comments
Capital Market Comments
September 2023
9/21: Thinking Out Loud | Time Is A Flat Circle: Part Deux
9/6: Thinking Out Loud | Goldilocks: Not A Happy Ending
August 2023
8/21: Thinking Out Loud | The Dog Days Are Here
8/9: Thinking Out Loud | The Waiting Is The Hardest Part
July 2023
7/26: Thinking Out Loud | Let The Good Times Roll
October 2021
10/1: PCG Capital Market Chronicle | 3Q21 Market Wrap & 4Q Expectations
August 2021
8/20: PCG Capital Market Chronicle | Something Wicked This Way Comes
8/13: PCG Capital Market Chronicle | A JOLT to Confidence
April 2021
3/7: PCG Capital Market Chronicle | Let's Get Real
January 2021
1/15: Chess Like Politics, Controlling The Center Is Key
11/20: One Step Up and Two Steps Back
11/6: The Great Reset
October 2020
10/23: Objects In Mirror Are Closer Than They Appear
10/2: Debate Debacles and Debauchery
September 2020
9/18: Four More Years... Of Zero Rates
August 2020
8/28: Whatever It Takes…Takes Nerve
8/21: Robin Hood: Robbing the Poor to Give to the Rich
8/14: Will Stocks Ever Go Down?
8/7: I’m Just A Bill
July 2020
7/31: End of the Beginning
7/17: Value: The Bayonne Bleeder, or Rocky
7/10: Time Is A Flat Circle
6/26: I Dont Get It
6/19: The Second Wave
6/5: The Wizard Of Oz
May 2020
5/29: The Great Disconnect
5/22: When You Run With Bulls, You May Get The Horns
5/15: Dazed And Confused
5/8: Hit Them Harder
5/1: Welcome to Starbucks
April 2020
4/24: Peeking Around Corners
4/17: Market Recovery Meets Economic Reality
4/13: It Takes A Leap Of Faith To Get Things Going
4/3: Keep Calm and Carry On
March 2020
3/30: It Ain't Over Till It's Over
3/20: Raking Leaves In The Wind
3/13: This Too Shall Pass
3/6: Cut Me Mick!
3/2: Fashionably Late Or Dimwittedly Early
2/21: Cut To The Chase
2/14: A Jolt To Complacency
2/7: The Anxiety of FOMO
1/31: The Punch You Don't See Coming
1/24: Is It Really Different This Time
1/17: Fundamentally Flawed
1/10: New Year, New High
12/20: Put Your Money Where Your Mouth Is
12/17: Cover Me
12/6: Money For Nothing
11/22: Time Is On My Side
11/15: Is It All Down Hill From Here
11/8: Trading Places
11/1: Handle With Care
10/25: You've Gotta Know When to Hold'em, Know When to Fold'em
10/18: Jeepers Creepers
10/11: By Order Of The Peaky Blinders
10/4: Hope Is Not A Plan
September 2019
9/27: Let's Get Ready To Rumbbbbbbble
9/20: Is As Good As It Gets...Good Enough
9/13: Same As It Ever Was
9/6: Deal or No Deal
August 2019
8/30: One And Done? Look Out Below!
8/23: Down the Rabbit Hole
8/15: He Said What?
8/9: Big Mistake, Little Mistake
8/2: Short and Bitter Sweet
July 2019
7/26: Grinding Higher
7/19: The First Cut Is the Deepest
7/3: Surviving a Riptide
7/1: Halftime Bulls 20, Bears 13!
6/21: Threading The Needle
6/17: All Eyes On The Fed
6/7: Easy Does It
May 2019
5/31: King of The Blind Squirrels
5/23: He Said She Said
5/17: Unintended Consequences
5/10: BFF Best Frienemies Forver
5/03: Listening To A Sphinx
April 2019
4/26: So goes The Economy So Goes The Election...
4/19: I Get By With A Little Help From My Friends
4/12: Autonomy vs. Autocracy
4/5: Whistling Past the Grave Yard
March 2019
3/29: Be Careful What You Wish For
3/22: Like Putting A Band Aid On A Broken Leg
3/15: Priced to Inflection
3/8: Bueller, Bueller...Bueller
3/1: A Seemingly Uneventful Eventful Week
February 2019
2/22: Wait A FED Minute I Thought Things Were Good
2/15: Climbing The Wall of Worry
2/8: She Loves Me Xi Loves Me Not
January 2019
1/25: How Slow Can You Go
1/18: A Years Worth of Performance in Just Three Weeks
1/11: Thinking Through 2019
1/4: New Years Resolutions Already Broken
December 2018
12/28: Weekly Capital Market Comments
12/21: Weekly Capital Market Comments
12/14: Weekly Capital Market Comments