Archives for April, 2022

  1. April 25, 2022

    Our hope was to see earnings take the day and provide a more positive backdrop to market sentiment. According to FactSet, “for Q1 2022 (with 20% of S&P 500 companies reporting actual results), 79% of S&P 500 companies have reported a positive EPS surprise and 69%… More >>

  2. April 18, 2022

    Hope is not an investment strategy and humility is at the core of managing money. A transitioning inflationary picture has been our thesis for over 18 months. It’s been a much longer process than anticipated and, along the way, we used humility to adjust portfolios. ✔ … More >>

  3. April 11, 2022

    It is hard to imagine the S&P 500 is only 7.8% off its high when you consider the various factors working against investors. 1 Inflation is sitting at near-record highs on both CPI and PCE. 23 Last week, the Fed signaled a very aggressive approach to fighting… More >>

  4. April 4, 2022

    We just published our Q2 2022 Look Ahead, you can view the presentation here or watch our narrated version here. Consumer Strength is WeakeningWhile wages have been lifting dramatically since the full re-opening of the economy, the consumer is facing some challenges.… More >>