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Stagflation Redux?  

Are we poised to relive the economic malaise of the 1970s and early-1980s? Inflation emerged as the primary concern for the markets during the second quarter. The Consumer Price Index (CPI) reached 8.6% in May, putting to rest any remaining hope that the inflationary pressures of the past year were “transitory.” While there are parallels … Continue reading Stagflation Redux?  

Smart Things for Investors to Do During Periods of Volatility  

You can’t control a volatile market, yet you can control your strategies and rein in emotions to lower the probability of making a costly mistake.  You can’t control a volatile market.  However, you can control your strategies and rein in your emotions to lower the probability of making a costly mistake.  Below are some recommendations … Continue reading Smart Things for Investors to Do During Periods of Volatility  

Is the Federal Reserve to Blame for the Recent Market Volatility?

Why are markets so volatile even though the Federal Reserve telegraphed their interest rate stance? Under the leadership of Chairman Jerome Powell, today’s Federal Reserve Board was supposed to be different than boards of the past.  Although the Fed’s dual mandate continues to be maximum sustainable employment and stable prices, a goal of this board … Continue reading Is the Federal Reserve to Blame for the Recent Market Volatility?

Friend or Foe?

Changing the way investors look at volatility from “risk” to “opportunity” can be the most powerful tool investors can utilize to combat turbulent times. 2021 was one of the better years on record for financial markets. Aside from fixed income, all asset classes delivered positive returns and three – U.S. Equities, Natural Resources and Real … Continue reading Friend or Foe?

The Great Fall of China

The consensus seems to feel Chinese equities are uninvestable. Read why the herd could be wrong. The year was 2019. Chinese equities were in the middle of a strong year. Nearly half of the world’s largest technology companies by market capitalization were based in China. The Chinese government was on a mission to catch then … Continue reading The Great Fall of China

Mid-Cycle: Keep Calm and Carry On

What might monetary tightening bring for markets? Markets have navigated the recovery phase of the economic cycle supported by monetary and fiscal authorities who have injected record levels of liquidity into the financial system. That’s changing. The Federal Reserve is expected to increase interest rates in 2022, to help fight inflation, while U.S. fiscal policy … Continue reading Mid-Cycle: Keep Calm and Carry On