Good Life Advisors – Talking Points – Week 47 US equities rose for the week with value slightly outperforming growth. Overall, a relatively quiet Thanksgiving week with few changes to the broader narrative. Latest upside driven by factors including peak-Fed narrative after November FOMC minutes showed officials seeing a slower pace of…

Good Life Advisors – Talking Points – Week 46 A number of headwinds in play this week as equities were dragged lower this week by a couple of factors. Fedspeak leaned hawkish, with some officials continuing to push the “higher for longer” narrative despite recent signs of easing inflationary pressure….

Good Life Advisors – Talking Points – Week 45 Markets Screamed High After Better Than Expected CPI Report On Thursday, the S&P rocketed higher 5.5% on marking its 15th largest one day percentage gain going back to 1950. There was follow through higher on Friday too which is very constructive….

Good Life Advisors – Talking Points – Week 44 Fed Hikes By Another 75 bp as Expected The Fed’s November FOMC meeting ended with a 75 bp hike, as expected. While the statement was seen as dovish, Chair Powell’s press conference hit on a number of hawkish themes, including no…

Good Life Advisors – Talking Points – Week 42 Markets Continued Rallying off the October 13th Lows The S&P 500 closed Friday at 3901, up 11.7% off the low on CPI day two Thursdays ago. Despite weathering some blows this week in the form of multiple megacap earnings disappointments, the…