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It’s About Time

It’s About Time

(Time & Patience, that is) After peaking at the very start of 2022, the US equity market suffered a brutal bear cycle that also hit bonds and other asset classes. But now, almost two years after peaking, stocks are back to all-time highs when accounting for total...
Where Are We Now?

Where Are We Now?

Some of you will recall that in October, 2022, we could not help but have the below image in mind as the Federal Reserve Board drove their narrative toward a breaking point that we thought they would regret:  A stated goal of raising the level of unemployment...