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Newsletters

Market Commentary: January 2023 – Are Bugs a Buy?

Are Bugs a Buy? January 2023 By Robert F. Taylor, CFA If we have learned anything since March of 2020, it’s that the world is changing. After years of low …

Market Commentary: December 2022 – What Lies Beneath the Surface

What Lies Beneath the Surface December 2022 By Ward Williams Hurricane Nicole hit the east coast of Florida earlier this month and washed away vast amounts of sand from various …

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 …

Market Commentary: October 2022 – Where do we go from here?

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 …

Market Commentary: September 2022 – The Outlook from Jackson Hole

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. …

Market Commentary: August 2022 – Don’t Look Back

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 …

Market Commentary: July 2022 – Headlines & Buzzwords

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 …

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 …