Market Update 8/5/24
Global equity markets are in sell-off mode and the futures point to a severe rout.
top of page
Search
Joe Warren
- Jul 30
- 1 min
Market Update 7/30/24
People often stop and ask me about investments and where I think the market is going this year. After 25 years in the business, I’ve..
81 views0 comments
Joe Warren
- Jun 18
- 1 min
Market Update 6/18/24
Economic Cracks Quarterly earnings reports are in, and the results are mixed. What’s apparent from the reports of retailers is that...
62 views0 comments
Joe Warren
- Apr 4
- 2 min
Market Update 4/4/24
The Deficit Effect The investment topic du jour these days amongst our clients and cohorts is the direction of interest rates and my golf...
508 views0 comments
Joe Warren
- Feb 29
- 2 min
Market Update 2/29/24
Flattening the Curve There are many macro metrics to analyze in money management, but the yield curve is one of the more prominent....
53 views0 comments
Hector Molini
- Feb 7
- 1 min
Beneficiaries
As a financial planning firm, we have the privilege of advising clients on every aspect of their financial life. One of the things we...
2 views0 comments
Joe Warren
- Feb 1
- 2 min
Market Update 2/1/24
Jawboning The job of the Federal Reserve Chairman is not an easy one and as Chairman Powell demonstrated at yesterday’s news conference,...
62 views0 comments
Parker Allen
- Jan 18
- 1 min
What's The Plan?
With the start of a new year, it's important to reflect on the financial goals you want to achieve in 2024. Setting financial goals is...
13 views0 comments
Joe Warren
- Jan 2
- 1 min
Market Update 1/2/24
The New Year Happy New Year to all the Warcap family and friends!! 2023 is in the books and the markets surprised many. Numerous...
52 views0 comments
Joe Warren
- Dec 8, 2023
- 1 min
Market Update 12/08/23
Peak Rates Good news on the disinflation front has caused a colossal shift in the bond market. The 10-year treasury rate peaked at 5% on...
67 views0 comments
Joe Warren
- Nov 10, 2023
- 1 min
Market Update 11/10/23
Don’t look now, but prices are FALLING! Oil is down 17% in the last three months. The 10-year treasury rate has fallen 50 basis points in...
64 views0 comments
Joe Warren
- Oct 20, 2023
- 2 min
Market Update 10/20/23
The 8% Mortgage Today the 30-year mortgage rate hit 8%, the highest level in 23 years! Just two years ago, the 30-year mortgage was 3%,...
66 views0 comments
Joe Warren
- Sep 25, 2023
- 2 min
Market Update 9/25/23
Headwinds The third quarter tends to be challenging for the stock market and 2023 is proving no different. A bevy of headwinds lurk and...
59 views0 comments
Joe Warren
- Aug 17, 2023
- 2 min
Market Update 8/17/23
Headwinds For the first time in 15 years, the bond market is offering “real return”, which subtracts taxes and inflation from interest. ...
48 views0 comments
Joe Warren
- Jul 31, 2023
- 1 min
Market Update 7/31/23
In my May 2023 Market Update, I stated that a “soft landing” is upon us, and incoming data since then has confirmed such. The economy...
40 views0 comments
Joe Warren
- May 25, 2023
- 1 min
Market Update 5/25/23
As Registered Investment Advisors, we are tasked with generating “real return”, which is calculated by subtracting inflation from the...
51 views0 comments
Joe Warren
- May 3, 2023
- 2 min
Market Update 5/3/23
Remarkably, three of the largest bank failures in U.S. history occurred in the year's first five months. First Republic, Silicon Valley,...
56 views0 comments
Joe Warren
- Mar 28, 2023
- 2 min
Market Update 3/28/23
We are simple, logical thinkers here at Warcap, which may be boring at times. But our process is reliable, especially in times of chaos. ...
71 views0 comments
Joe Warren
- Mar 13, 2023
- 2 min
Market Update 3/13/23
My commentary on Friday stirred some thoughts by many readers and the weekend proved to be a wild one in finance. So, here’s the update...
117 views1 comment
Joe Warren
- Mar 10, 2023
- 2 min
Market Update 3/10/23
I’ve been managing money for 26 years and there have been few times during that period when the economic picture has been so complex. ...
107 views0 comments
bottom of page