by Barry Napp Our 2022 outlook note was titled Inflation Politics & Policy and began with a section titled “liquidity trickle”. In retrospect we got the effect of the reversal of excessive liquidity in ‘21 on markets correct, and while we expected higher fiscally driven inflation and a higher terminal policy rate than consensus, we underestimated the Fed’s response in the…
“When the going gets tough, the tough go shopping” is true for investors. Income-oriented investors have always been advised...
2021 has produced another year of above average returns for the major US indices. However, under the surface it...
Rumors can be difficult to manage when they surface and center on an investment vehicle in your portfolio. As...
Global Macro spotlight by Gary Schlossberg, Global strate We believe investors looking beyond this year’s expected economic boom can...
Somewhere’s in the recess of my childhood memories I can now hear Count Dracula from Sesame Street saying, “1...
Markets rallied again this past week, but finished on a high note unlike the previous week’s rally. The S&P...
Absolute best investors I’ve encountered aren’t successful because they predicted the trend or the macro-outlook, but because they have...
Why rising rates and a flatter curve signal a potential downturn: The U.S. economy has seen a prolonged period of growth without a recession. As the business cycle has...
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