Believe Nothing You Hear…
“Believe nothing you hear, and only one half that you see.” – Edgar Allan Poe We’ve all heard financial commentators on TV and podcasts declaring, “The easy money has been made.” We strongly dislike that phrase because, first of all, there is no “easy money” in...
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?
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...
Federal Reserve, Banking Concerns, Risk Management Take Center Stage
Federal Reserve, Banking Concerns, Risk Management Take Center Stage It’s been quite a week. Things seemed fairly normal on Tuesday, March 6, as our Chief Investment Officer, Michael, was in Washington to witness first-hand the testimony of Federal Reserve Chairman,...
