PID 2932


Market Commentary

Market Commentary: June 2022 – The Head Fake

The Head Fake June 2022 By Jonathan McAdams, CFA June is NBA Finals season, and the market, echoing the moves of many of the skillful players on these basketball teams, …

Market Commentary: May 2022 – Stacking the Odds

Stacking the Odds May 2022 By Jonathan McAdams, CFA A common false criticism of investing in the stock market is that it is nothing more than gambling – a big, …

Market Commentary: April 2022 – The Bottom Line

The Bottom Line April 2022 By Jonathan McAdams, CFA It is easy to get lost in the market noise. Pundits write endless articles about almost every aspect of the economy …

Market Commentary: March 2022 – The Spark that Starts a Flame

The Spark that Starts a Flame March 2022 By Robert F. Taylor, CFA In our November 2021 Market Commentary “Flying Fossils,” we predicted that rising energy prices coupled with lingering …

Market Commentary: February 2022 – Points of Sail

Points of Sail February 2022 By Jonathan McAdams, CFA One of the hardest things to navigate in the sailing world is a shifting of the winds. A myriad of adjustments, …

Market Commentary: January 2022 – How the American “Worker” is Rapidly Changing

How the American “Worker” is Rapidly Changing January 2022 By Robert F. Taylor, CFA I first experienced the promise and fears of robotics and automation as a young boy through …

Market Commentary: December 2021 – An Interest Rate Carol

Market Commentary: An Interest Rate Carol December 2021 By Jonathan McAdams, CFA In Charles Dickens’ classic “A Christmas Carol,” the tight-fisted and self-centered Ebenezer Scrooge is visited on Christmas Eve …

Market Commentary: November 2021 – Flying Fossils

Market Commentary: Flying Fossils November 2021 By Robert F. Taylor, CFA It wasn’t all that long ago that if you were an oil producer you had to pay a counterparty …

Market Commentary: October 2021 – A New Season

Market Commentary: A New Season October 2021 By Jonathan McAdams, CFA As the saying goes, “streaks are made to be broken.” The second longest Jeopardy win streak was broken this …

Market Commentary: September 2021 – A New Season

Market Commentary: A New Season September 2021 By Robert F. Taylor, CFA As 2021 winds down, the economy appears to be exiting the recovery stage and settling into an expansionary …