Beyond Peak Growth

Beyond Peak Growth

Aug 27, 2021 | Weekly Summary

Weekly Summary: August 23 – 27, 2021   Key Observations: Post peak economic growth can still be very favorable for Value and Cyclical stocks, as well as for equities overall. Given the great dispersion of economic growth and inflation expectations, shifts in...
“What’s Going On” – A Longer Transition

“What’s Going On” – A Longer Transition

Aug 20, 2021 | Weekly Summary

Weekly Summary: August 16 – 20, 2021 Key Observations from the Past Week: Federal Open Market Committee minutes show an inclination of the Federal Reserve to taper its asset-purchase program this year. We believe that the Delta variant effects might delay the...
Uneven But Not Broken

Uneven But Not Broken

Aug 13, 2021 | Weekly Summary

Weekly Summary: August 9 – 13, 2021 Key Observations from the Past Week: Vaccination rates and government policies in reaction to increases in Delta variant infection rates should produce “uneven” effects on economies’ “reopenings.” We believe that uneven Delta...
“I’m Looking Through You… You’re Not the Same”

“I’m Looking Through You… You’re Not the Same”

Aug 6, 2021 | Weekly Summary

Weekly Summary: August 2 – 6, 2021   Key Observations from the Past Week: Peaking economic growth rates do not mean that robust economic growth can’t continue. As investors “look through” the latest economic data their forecasts are often “not the same.” We...