U.S. equities bears have been out in full force during the first nine months of 2023. The most common bearish thesis over the summer sounded something like this: The Federal […]
Overlooked but Not Forgotten
Less conventional asset classes including Real Estate, Natural Resources and Alternatives helped insulate our portfolios in an incredibly challenging market environment last year. By most measures, 2022 was a challenging […]
Where Will Investors Focus Next?
A shift in focus may be upon us in U.S. equities. Investors had a lengthy list of worries in the first three quarters of 2022, starting with the omnipresent war […]
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 […]
Is the Federal Reserve to Blame for the Recent Market Volatility?
The Great Fall of China
Buy Economically Sensitive for a Sensitive Economy
The Resiliency of Markets and Mankind
It’s December 31st, 2019 and financial markets around the world just capped off one of the best years on record. At that time, if someone had told you we were […]
The Rotation from Growth to Value
The financial media has recently begun to focus on the ongoing rotation from U.S. growth stocks to U.S. value stocks. Specifically, a rotation out of high valuation, momentum growth companies. […]