All posts by gpowell

15Mar/25

Markets in Turmoil: Uncertainty, Inflation, and Fear Grip Investors

March 15, 2025Long-Term Investing#economicfundamentals, Bonds, commodities, Equities, Fiscal Policy, Investing, Monetary Policy, Recession, Stocks, Wealthgpowell

The U.S. economy and stock markets are facing heightened uncertainty as a mix of inflation concerns, political instability, and recession fears weigh heavily on investor sentiment. While economic indicators present a mixedRead More…

09Feb/25

Financial Markets: Risks and Opportunities in 2025

February 9, 2025Long-Term Investingcommodities, Economics, Energy, Global Investing, Risk, Stocks, Trade Policy, tradewar, Volatilitygpowell

As we progress into 2025, global financial markets continue to be shaped by a mix of optimism, uncertainty, and geopolitical risk. The S&P 500 has maintained its momentum from 2023 and 2024,Read More…

25Jan/25

Biannual Commodities Update January 2025

January 25, 2025Global Investing, Long-Term Investingcoffee, commodities, copper, corn, Crude Oil, Energy, gold, natural gas, Silver, Soybeans, Volatility, wheatgpowell

2024 Commodity Markets: Precious Metals and Agricultural Commodities Produce Standout Performance The commodity markets in 2024 exhibited significant volatility, characterized by notable divergences across different sectors. The year was marked by record-breakingRead More…

08Jan/25

US Stocks vs International Markets: A Tale of Diverging Fortunes in 2024

January 8, 2025Global Investing, Long-Term InvestingCurrency, Earnings, Economics, ETF, Federal Reserve, Global Investing, Japan, MSCI, risk management, S&P500, Stocks, US Dollar, Valuationgpowell

The global investment landscape in 2024 was marked by a striking divergence between US stocks and their international counterparts. While the S&P 500 surged over 23% and completed its best two-year runRead More…

29Nov/24

Market Commentary: Unprecedented Concentration in 2024 Rally

November 29, 2024Long-Term Investing#2024rally, #activemanagement, #corporatedebt, #economicfundamentals, #electionresults, #federalreserve, #financialmarkets, #fiscaldebt, #geopolitics, #goldprices, #investmentstrategies, #marketcommentary, #marketconcentration, #marketoutlook, #monetarypolicy, #riskmanagement, #technologysector, commodities, Inflationgpowell

Introduction The U.S. stock market has demonstrated remarkable strength in 2024, with the S&P 500 surpassing the psychologically important 6,000 mark. While this rally reflects robust economic fundamentals and strong corporate performance,Read More…

17Sep/24

Market Commentary: Turbulence and Rotation from Tech Mega-Caps

September 17, 2024Long-Term Investinggpowell

Market Overview The financial markets experienced significant turbulence during August and September, with the S&P 500 at one point retreating nearly 5% from its all-time high but rallying to less than aRead More…

31Jul/24

Biannual Commodities Update

July 31, 2024Global Investing, Long-Term Investingaluminum, cobalt, commodities, copper, Crude Oil, gold, graphite, lithium, natural gas, nickel, Silver, Soybeansgpowell

Geopolitics, Weather, and Economic Forces Drive Mixed Commodity Performance As we move through 2024, the global commodities market continues to experience significant volatility, driven by a complex interplay of economic, geopolitical, andRead More…

28Jun/24

Navigating the Peaks: Analyzing Record Highs in Financial Markets

June 28, 2024Long-Term InvestingBank of Canada, Canada, Federal Reserve, Global Investing, Inflation, Interest Rates, NASDAQ, S&P500, Stocks, Tech, Unemployment, value investinggpowell

Stock markets continued rising in the second quarter, notwithstanding mounting concerns about inflation and dwindling hopes for a series of interest rate cuts before year-end. The US stock market has experienced overRead More…

11Apr/24

Navigating Market Enthusiasm with a Long-Term Investment Focus

April 11, 2024Long-Term InvestingBank of Canada, credit, Economics, Federal Reserve, Inflation, Interest Rates, Monetary Policy, Powell, Real Estate, Risk, value investing, Volatilitygpowell

I view investing as successive days of exercising patience over the long term. This definition encapsulates the essence of prudent wealth accumulation. At its core, investing involves the commitment to enduring marketRead More…

24Jan/24

Biannual Commodities Update January 2024

January 24, 2024Global Investing, Long-Term Investingaluminum, coal, commodities, copper, corn, Crude Oil, Global Investing, Global Trade, gold, lead, lithium, natural gas, nickel, palladium, Platinum, Silver, value investing, wheat, Zincgpowell

Global Commodities Market Performance and Growth Trends in 2023 Lacklustre demand and ample and, in some cases, oversupply meant it was a tough year for the lion’s share of the commodity basketRead More…