Q3 2022: A Market in Constant Sorrow

Q3 2022: A Market in Constant Sorrow

“O Muse!, Sing in me, and through me, tell the story, Of that skilled investor, in all ways of contending, An asset allocation, searching for alpha years on end…” -Invocation of Muse   An Invocation of Muse serves as a prologue of events to come, famously used by...
“There’s a rising chance of 100 basis points, but I’m more watching the fact that the market is now pricing in the greater chance of 75 basis points in November, which was opposed to the previous 50 basis points”

“There’s a rising chance of 100 basis points, but I’m more watching the fact that the market is now pricing in the greater chance of 75 basis points in November, which was opposed to the previous 50 basis points”

Dow turns lower after morning gains as Wall Street struggles to recover from worst selloff in two years   Disclosures This information is for investment adviser use only and should not be distributed to any other parties. The commentary included in this post is...