December 19, 2022
The tug-of-war between inflation indicators and "Fed Speak" continues to occupy investors attention. Can the Fed engineer a soft landing? Or will the confluence of uncertainty and tax loss selling undermine a nascent market recovery?
November 11, 2022
Last month, we wrote about how we thought the Fed was being a bit too aggressive in its interest rate hikes. This month, we are seeing inflation declines show up in the CPI. Stocks and bonds rallied accordingly. What should investors do?
September 29, 2022
After a brief Summer rally, stocks resumed their declines in September. In this note, we examine inflation, the Fed, and a few sectors that have recently become more attractive than they have been in years.
