“Well, How Did I Get Here?”

“Well, How Did I Get Here?”

Weekly Summary: January 24 – 28, 2022 Key Observations: The Federal Reserve (Fed) has finally acknowledged that a “nimble” and “humble” Fed will deal with the many future uncertainties it will face. However, in its attempt to rein in inflation, the...
Market Commentary

Market Commentary

 Key Takeaways on Recent Market Activity: We expected heightened volatility this year and have been prioritizing active stock selection, focusing on companies with strong balance sheets, moderate valuations, and pricing power that can help sustain margins. Market...

“All Together Now”

  Weekly Summary: January 17 – 21, 2022   Key Observations: Considering the contemporaneous easy monetary policies of the world’s major central banks that, in conjunction with COVID-19 trends and infections, resulted in many surprise developments and outcomes, we...

“I Ain’t Gonna Work on Maggie’s Farm No More”

Weekly Summary: January 10 – 14, 2021 Key Observations: Our expectation of market volatility and rotation into Value/Cyclical types of stocks was realized in the first few trading days of 2022. Increasing inflation, accompanied by a tight labor market and increasing...