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ODWM Blog

Are We In a "Melt-Up?"
A closer look into a quietly emerging risk in the stock market
October 10, 2024 08:00 AM - Comment(s)
A Lot Can Change in Two Months
The outlook for the markets & economy are quite different in August than they were in June.
August 26, 2024 06:00 AM - Comment(s)
The Stubborn Soft Landing
Are we actually on track for a "soft landing"?
April 05, 2024 01:34 PM - Comment(s)
Ending with a Bang!

Markets in 4Q23 ended with basically an entire year's worth of returns in a decent year.  Large cap stocks were up over 26%, small caps were up almost 17%, and international developed markets were up nearly 19%.  Both fixed income and cash equivalents (as measured by the 90 day US T-Bill) ...

January 11, 2024 07:11 PM - Comment(s)
Recession or Soft Landing?
Consumer spending and low unemployment have helped counter actions by the Federal Reserve.
August 23, 2023 11:27 AM - Comment(s)