Investing and Market Commentaries

Thus far, 2023 has been a confusing year. Certainly, the geopolitical landscape has been difficult, but overlaid on those headlines are alternating reports of a

The failure of Silicon Valley Bank and the simultaneous troubles afflicting First Republic Bank and now Credit Suisse can’t help but call into question the

Hope springs eternal, as they say, and many in the media are pushing the narrative that inflation has been vanquished – or is at least

Burton Malkiel is a widely respected economist who was trained at Harvard and Princeton University, where he currently teaches, served as dean of Yale School

The inflation news is confusing, and we want to take this opportunity to help clarify why. We’ll start with the fact that the Fed is

The Fed’s move this week (6/13/22 – 6/15/22) to increase the Fed Funds rate by 0.75% was a surprise, and the market hates surprises and

We start with the acknowledgement that multiple commentators are predicting a recession, and multiple sources – sometimes the same ones – are predicting a significant

Russia and Ukraine in Perspective We all awakened this morning, February 22nd, 2022, to what was assumed as inevitable – Russia would invade at least

This economic commentary comes at a year-end and, therefore, the beginning of a new year. It’s probably expected that we will recap what happened this

A paradox is a “situation, person or thing that combines contradictory features.” That is a perfect description for the stock market of the last several

We hear two major themes in the questions being asked by clients these days: is the stock market heading for a correction, and what will

Underlying Strength The economy is strong, certainly stronger than anyone would have predicted from the depths of the Covid recession last year, and the question

Crazy is probably the best word to use in describing 2020 and the first couple of weeks of 2021. One year ago, nobody would have

These are difficult times. Nobody surveying the scene in January and February of this year could have predicted what we’ve all just experienced. In fact,

Any economic forecasts of where we are going must be prefaced by acknowledging where we were and where we are now. Where We Were We

Coronavirus Truths Concern over the Coronavirus continues to hit financial markets.  The decreases in the Dow Jones Industrial Average and the S&P 500 indexes are

Equifax, one of the largest credit reporting agencies in the country, has finally reached a settlement with the Federal Trade Commission, the Consumer Financial Protection

On March 9th, 2019, we celebrated 10 years of a bull market, making it the longest bull market on record. March 2009 told a different

Nobody likes market volatility.  It can scare the heck out of the best of us, and certainly can prompt any of us to second-guess ourselves. 

“If there is an argument to be made for a potentially waning bull market, or even a “bubble”, it’s in bonds, not stocks.” Each new

Performance Scoreboard for Investment Managers *Excerpted, with additions, from the Wall Street Journal. We have just begun a new year, which means that it is

In response to the Dow’s drop, the Royal Bank of Scotland says, “sell everything” in the face of a “cataclysmic year”.   We do not

There are plenty of people predicting that the government shutdown and crossing the debt ceiling deadline will spell disaster for the U.S. economy and potentially

There’s an old saying that “the market is most dangerous when it looks best and most inviting when it looks worst”. Given the downturn we’ve