Market Commentary | February 14, 2023
Before we started our seemingly endless commentary on runaway inflation we talked a lot about our search for growth. We wanted to find growth within the pandemic.
Market Commentary | January 12, 2023
Market Commentary | January 12, 2023 The World Repriced Investors have removed their rose-colored glasses and now perceive the world through a glass, darkly. The overarching optimism that opened 2022 is all but gone. In 2022, the S&P 500 delivered a negative 18.1%...Market Commentary | December 13, 2022
Market Commentary | December 13, 2022 Is inflation dead? This morning the Labor Department reported November’s month-over-month core inflation of just 0.1%, far below the forecast rate of 0.4% and, annualized, below the Fed’s 2.0% target rate. The Fed is expected to...Market Commentary | November 16, 2022
Market Commentary | November 16, 2022 Positioning for a return to normal Last Thursday, October’s CPI stormed in at 7.7% which would normally be cause for panic, but because the figure was lower than September’s, stocks soared and interest rates fell. On Tuesday...Market Commentary | October 13, 2022
Sometimes, when the world seems to have stopped making sense, it helps to get anecdotal.