Waiting for Godot A widely watched indicator on Wall Street did the unthinkable last year as the dreaded inverted yield curve raised its ugly head signaling a recession was on its way. In normal economic times, longer-dated treasuries yield… Read More
“It’s not whether you get knocked down, it’s whether you get up.”— Vince Lombardi Last year proved challenging for the market as the Federal Reserve raised interest rates aggressively to counteract high inflation. Higher interest rates and the prospect… Read More
Out with TINA and In with TARA TINA, TINA, TINA, how we loved you so. For more years than we can count, you were the apple of our eye but, sadly, now you’re gone. Not all is lost. Someone… Read More
“Inflation is as violent as a mugger, as frightening as an armed robber and as deadly as a hit man.” — Ronald Reagan 1980 saw the “Miracle on Ice”, the beginning of CNN, the introduction of Post-It notes, and… Read More
“The World Has a Funny Way of Not Coming to an End” — James Grant The first quarter of 2022 began with a sizable sell off as the markets responded quite negatively to a big jump in inflation, rising… Read More
Q1 2023 Quarterly Review & Outlook
April 13, 2023
Waiting for Godot A widely watched indicator on Wall Street did the unthinkable last year as the dreaded inverted yield curve raised its ugly head signaling a recession was on its way. In normal economic times, longer-dated treasuries yield… Read More
Q4 2022 Quarterly Review & Outlook
January 17, 2023
“It’s not whether you get knocked down, it’s whether you get up.”— Vince Lombardi Last year proved challenging for the market as the Federal Reserve raised interest rates aggressively to counteract high inflation. Higher interest rates and the prospect… Read More
Q3 2022 Quarterly Review & Outlook
October 17, 2022
Out with TINA and In with TARA TINA, TINA, TINA, how we loved you so. For more years than we can count, you were the apple of our eye but, sadly, now you’re gone. Not all is lost. Someone… Read More
Q2 2022 Quarterly Review & Outlook
July 18, 2022
“Inflation is as violent as a mugger, as frightening as an armed robber and as deadly as a hit man.” — Ronald Reagan 1980 saw the “Miracle on Ice”, the beginning of CNN, the introduction of Post-It notes, and… Read More
Q1 2022 Quarterly Review & Outlook
April 6, 2022
“The World Has a Funny Way of Not Coming to an End” — James Grant The first quarter of 2022 began with a sizable sell off as the markets responded quite negatively to a big jump in inflation, rising… Read More