Executive Summary · Uncertainty about the Omicron variant and the Fed’s hawkish pivot led to a sharp market decline that began in late November. The…
In the current inflationary environment, we expect interest rates will rise, and we see a significant opportunity to invest in the value sectors of the…
Despite a surge in new Covid cases, inflation concerns, supply chain constraints, and labor shortages, the S&P 500 has advanced higher for seven…
Inflation is Surging, yet Interest Rates are Falling. What is More Important the Fundamentals, or the Liquidity Flows?
Although the S&P 500 reached an all-time high, the major indexes were mixed in May because inflationary concerns tempered investor’s optimism over the…
The S&P 500 reached a record high in April due to strong economic data and the Fed's commitment to not remove any of their emergency monetary measures…
Since the March 2020 Pandemic-low, the S&P 500 has been on a historic run. Unfortunately, most of this rally was due to a record increase in market…
Rising Inflation Expectations and Higher Interest Rates are Causing the Bifricated Stock Market to Mean Revert
The Fed's Response to the Global Pandemic Led to Asset Bubbles, and a Bifricated Market and Economy. We Believe the Market is Poised to Mean Revert
Reduce Tax Risk and Uncertainty in Your Retirement Years
The Election is Over and Vaccines are on the Horizon -- Is it Time to Buy Stocks?
Congress Fails as the Virus Accelerates, yet the S&P 500 Sells at a Record Valuation?