Archives for January, 2022

  1. January 31, 2022

    The U.S. economy painted an incredible growth picture in the fourth quarter of 2021, with GDP growing at a whopping 6.9%. 1 The headline is amazing but, it is what’s behind the headline that really matters. Of the 6.9% GDP growth, 4.9 % of that growth was driven by a… More >>

  2. January 24, 2022

    It was a great football weekend. Between the commercials and shots of players roaming around the sidelines, there was a small dose of exciting football. The football is so exciting, it likely distracts from what we really spend most of our time watching. In a recent study,… More >>

  3. January 18, 2022

    The recent print on U.S. inflation, as expected, was a record setting 7.0% year-over-year at the headline level. 1 I’ve been a broken record in repeating the fact that inflation is measured on a monthly rate of change basis compared to this time last year. While prices… More >>

  4. January 10, 2022

    It’s difficult to imagine risk these days when it comes to equity investing. Unlike an extreme skier or free solo climber, when an investor looks down, they can hardly see any exposure. The last twelve months have been an epic time for U.S. equities. 1 Over the last… More >>

  5. January 3, 2022

    We just published our Q1 2022 Look Ahead, you can view the presentation here or watch our narrated version here. We look at this year as the “thin green line”, with a lot of threads that will make up the difference between success and failure in equity markets throughout… More >>