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.
Market Commentary | September 19, 2022
It seems that in each and every one of the last five months, I’ve performed the same mantra. High inflation. Rising interest rates. Markets sell off.
We are here in September and I’m repeating myself. 8.1% YOY inflation. Interest rates are soaring. The stock and bond markets deflate.