by JD Gardner | Oct 2, 2024 | Market Updates
The Fed cut 50bps in September and expects more rate cuts to come. They are not alone as central banks around the world are cutting rates. September saw the most rate cuts since 2020. JL digs further into the Fed’s positioning in a great post last week:...
by JD Gardner | Sep 4, 2024 | Market Updates
Brian wrote a post last week that’s relevant to this month’s writeup. It’s worth a few minutes of your time as it provides perspective around how you should think about investing your hard earned money: The Lost Century in Bonds. Volatility is not risk, and the...
by JD Gardner | Aug 5, 2024 | Market Updates
Real-Time Update I started this note with markets at all-time highs, or close to it. As I type, we are now in a ~8% pullback. VIX hit 65 this morning (August 5th). This type of market action makes July’s note even more relevant. Please hit us with any...
by JD Gardner | Jul 8, 2024 | Market Updates
Basketball is a simple game. There’s complexity when it comes to different offensive or defensive schemes. There’s advanced analytics and Moneyball-type statistics everywhere. That stuff is fun to think on and discuss, but it can also be a distraction. The team that...
by JD Gardner | Jun 5, 2024 | Market Updates
I’ve been reminded of two things this month: It is a privilege to get to write about things we think matter. Thank you for the opportunity. The importance of communicating clearly. I’ve recently been given a chance to help the varsity basketball team at Fairhope. We...
