Headwinds and Tailwinds
The seasonality of the markets has not disappointed us so far as investors in 2023. I’m referring to the Winter months (November-to April). On October 23rd, the 10-year US Treasu
Have Fears of a Possible Recession Been Pushed Out?
Following one of the most challenging years for equities in more than a decade, stocks have rebounded sharply in 2023 as investors have celebrated better-than-expected corporate ea
Patterns May Expose Opportunities
The Federal Reserve and the Federal Deposit Insurance Corporation (FDIC) have joined forces to guarantee to cover all deposits of Silicon Valley Bank as well as Signature Bank of N
Housing Inflation
About 24% of the value of all those goods and services that make up the consumer price index (CPI) — which is what the Bureau of Labor Statistics measures every month to calculat
Why Do Investors Care So Much About the Federal Reserve?
The Federal Reserve (Fed) is essential because they manage the supply or availability of money. This is done by setting the level of interest rates, or more simply, the price of mo
January Update: Winning Ugly
We are going to break this month’s update into two separate pieces. First, we will recap a dismal 2022. Then, we will provide our outlook for 2023, and in some ways, beyond. Key
Letter To Our Investors
The current market environment has shifted from an easy money policy to a Federal Reserve policy mandated to stomp out runaway inflation. This change will require investors to be a
December 2022 Market Update
The Federal Open Market Committee (FOMC) announced a seventh consecutive rate increase of 50 basis points at the December 13th meeting. This pushes the rate to the highest it’s b
