Where do we go from here? October 2022 By Robert F. Taylor, CFA “And where do we go from here? Which is the way that’s clear?” – David Essex, “Rock …
The Outlook from Jackson Hole September 2022 By Ward Williams The Federal Reserve Bank of Kansas City hosted its annual economic symposium in Jackson Hole, Wyoming on August 25, 2022. …
Don’t Look Back August 2022 By Robert F. Taylor, CFA There’s an old Wall Street adage that investors should “Sell in May, and Go Away,” the rationale being that markets …
Headlines & Buzzwords July 2022 By Ward Williams With news programs and internet news pages competing in a 24/7 news cycle, how do content providers get the public to notice …
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, …
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, …
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 …
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 …
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: November 2022 – The “Near” Death of Bonds
The “Near” Death of Bonds November 2022 By Jonathan McAdams, CFA In 1952, a University of Chicago professor named Harry Markowitz published a Journal of Finance article inauspiciously titled “Portfolio …