Category: Investment Management

Despite the robust post-COVID recovery, economic components throughout the U.S. have experienced significant softening this year. Inflation is primarily to blame. Household savings rates…

Stock markets staged a massive rally last week on the news that inflation figures softened during October. The S&P 500 was up 5.9%, and…

There is a reason why you shouldn’t buy high-flying stocks, and Meta (Facebook’s parent company) is the latest example of why.  …

Inflation levels in the U.S. have the potential to fall sooner than most expect as money supply growth, shipping costs, housing, and commodity prices…

Many people lately are talking about gold as an effective hedge against inflation. After all, gold is often touted as an inflation-protected safe-haven asset…

During times like this, I often look at historical charts and read old books to help put our current environment into context. During volatility…

Just about everybody I know is bearish. Money managers, clients, business owners, and others are all confident that a recession is inevitable. …

After much deliberation, we decided to remove our China equity exposure earlier this year. We have maintained a position in China’s equity market since…

After another year of impressive returns, investors face a more challenging road ahead. Valuations have rarely been higher, and inflation is expected to continue…