What Lies Beneath the Surface December 2022 By Ward Williams Hurricane Nicole hit the east coast of Florida earlier this month and washed away vast amounts of sand from various …
The “Near” Death of Bonds November 2022 By Jonathan McAdams, CFA In 1952, a University of Chicago professor named Harry Markowitz published a Journal of Finance article inauspiciously titled “Portfolio …
Where do we go from here? October 2022 By Robert F. Taylor, CFA “And where do we go from here? Which is the way that’s clear?” – David Essex, “Rock …
The Outlook from Jackson Hole September 2022 By Ward Williams The Federal Reserve Bank of Kansas City hosted its annual economic symposium in Jackson Hole, Wyoming on August 25, 2022. …
Don’t Look Back August 2022 By Robert F. Taylor, CFA There’s an old Wall Street adage that investors should “Sell in May, and Go Away,” the rationale being that markets …
Headlines & Buzzwords July 2022 By Ward Williams With news programs and internet news pages competing in a 24/7 news cycle, how do content providers get the public to notice …
The Head Fake June 2022 By Jonathan McAdams, CFA June is NBA Finals season, and the market, echoing the moves of many of the skillful players on these basketball teams, …
Stacking the Odds May 2022 By Jonathan McAdams, CFA A common false criticism of investing in the stock market is that it is nothing more than gambling – a big, …
The Bottom Line April 2022 By Jonathan McAdams, CFA It is easy to get lost in the market noise. Pundits write endless articles about almost every aspect of the economy …
Market Commentary: January 2023 – Are Bugs a Buy?
Are Bugs a Buy? January 2023 By Robert F. Taylor, CFA If we have learned anything since March of 2020, it’s that the world is changing. After years of low …