Portfolio Veggies
A post I wrote when my kids were a bit younger...events change but the prescriptions remain intact: Every advisor wants the same from their clients…save more money,...
Rearview to Windshield, June 2022
Developments over the Past Month: The Beatings Will Continue Until Morale Improves: Markets wrapped up a volatile month of May exactly where it began. We started May at...
The Market in Pictures, June 3
Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and why: Dave: market selloffs of the past decade have repriced...
Well, QT is Finally Upon Us
We are beginning a new regime as the Fed moves to reduce the size of its balance sheet which has grown to nearly $9 Trillion. Since March 2020, the Fed has made more than...
Oil Market Update – Products Edition
In prior posts, we have written about the continued tightness in oil markets driven by (among other things) structural underinvestment in productive supply over the past...
The Strength of the Consumer
Right now, the consumer’s money in their wallet doesn’t jiggle jiggle, it folds. Everyone reading this has probably heard us continually state that the stock market is...
The Market in Pictures, May 27
Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and why: 1) JL: hard to believe Fed Funds rate is still only 1% given...
Municipal Bonds Looking More Attractive
Municipal bonds have been thrown out with the bathwater since the beginning of the year as the Fed gets serious about taming inflation and in turn the market pushing...
The Fed Getting Squeezed
* Fed Expected to Hike 50bps at Next Two Meetings. As you can see below, the odds on both are at 100%. Given the persistence of inflation, the Fed has been put into...
The Second Leg to Drop
First, I really wanted to touch base after yesterday’s price decline across indices – it was the worst day since June 2020. I know that I have been saying for quite some...
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