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Recent Posts

  1. 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 >>

  2. 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 >>

  3. 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 >>

  4. March 28, 2022

    Last week, Federal Reserve Chair Jerome Powell signaled willingness to accelerate the pace of interest rate increases during a recent speech he gave to the National Association for Business Economics: 1 “If we conclude that it is appropriate to move more aggressively by… More >>

  5. March 21, 2022

    When we produced our video Coexisting as Superpowers with Jude Blanchette from the Center for Strategic and International Studies (CSIS) in May 2021, there was simply no way to predict the level of tension that would transpire between the United States and China.   We… More >>

  6. March 14, 2022

    If you’re busy trying to enjoy your retirement, make a living, support your organization, or save for retirement, you’re likely confused by the confluence of global macro events. What are the outcomes going to be? Will I be ok? These are the questions we often get asked– now… More >>

  7. March 7, 2022

    It is incredibly difficult to look around the macroeconomic corner and try to pre-position a portfolio to that guess. It’s far wiser to use sound principals when investing and apply those to our allocated portfolios.  Five Basic Rules for Equity Investors: Individual… More >>

  8. March 2, 2022

    It’s critical during significant times of crisis and market dislocation that we communicate early and often. Our weekly blogs are made for just that purpose. Last week’s blog addresses some of our macro views. However, with further sanctions impacting Russia we want to… More >>

  9. February 28, 2022

    When I wrote two weeks ago in Inflation, Rising Rates, War and Volatility: So, will there be a war between Ukraine and Russia? I’m doubtful. Russian aggression would jeopardize the certification of Nord Stream 2 by Germany and eliminate Russia’s negotiating power over… More >>

  10. February 22, 2022

    It’s a rare point in time when consumer sentiment diverges from consumption. Yet that is precisely the moment we are in. Overall sentiment by the U.S. public is very negative. According to Gallup a whopping 80% of Americans think our country is on the wrong track. This is… More >>

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