News
January 3, 2023
First Quarter 2023 Newsletter
Attempting to predict the future is an age-old practice. Analysts, economists and strategists try to play the role of Nostradamus as they prognosticate what is to come. Unfortunately, no crystal ball exists that offers clairvoyance. Investing involves making decisions with imperfect information. How do you improve your probability of success? Being aware of the factors...
October 3, 2022
Fourth Quarter 2022 Newsletter
Centuries ago, sailors circumnavigating the world faced uncertainty during their journeys. They constantly dealt with the unknown, as changing conditions could quickly turn a calm body of water into a frothy, dangerous environment. Investors find themselves in a similar position when markets exhibit periods of elevated volatility. Fluid markets rise and fall like the tides,...
July 5, 2022
Third Quarter 2022 Newsletter
Transition and volatility shaped the first half of 2022. Slowing economic growth, higher interest rates, reduced fiscal support measures, and compressing profit margins continue to fuel volatility. The uncertainty is elevated due to central bank policy makers who remain committed to increase interest rates as they fight inflation while attempting to navigate a “soft landing”...
April 4, 2022
Second Quarter 2022 Newsletter
A human tragedy is unfolding at the hands of armed Russian invaders inflicting an unconscionable toll on the Ukrainian people. Global inflationary implications of punitive economic sanctions make solving the complicated inflation puzzle challenging. However, the U.S. consumer strength remains a beacon of light. Central Banks, poised to increase interest rates, face a delicate balancing act....
January 3, 2022
First Quarter 2022 Newsletter
January is the time when market pundits and economists offer projections and estimates for the upcoming year. Inevitably, most attempts at predicting the future fall short. Knowing the unknown is impossible. Since economic and market forecasting are inexact sciences, we approach this time of year differently, by asking “What Matters and Why?” This thought exercise gives...