February 2022.
Investor Strategy.
This month we are looking at the global markets and economy with an eye on some long-terms trends that may be on the verge of reversing. Whether equities, interest rates, economic trends or political leanings, we analyze whether or not we are witnessing some Titanic-like shifts that will certainly require some re-positioning and rebalancing of our portfolios.
Investor Strategy
Outlook 2025: Three in a row?
December 4, 2024. Investor Strategy. 2024 was great. As was 2023. Could we make it three in a row? Inflation fears have faded, recession risk…
Investor Strategy
Halloween puts a scare in markets
November 5, 2024. Investor Strategy. With recession risk low, inflation still cooling, earnings growing (albeit a bit slower than before for 2025) all makes for…
Investor Strategy
Navigating the fog
October 8, 2024. Investor Strategy. Though markets wobbled at the start of the month, risk appetite and optimism came back. The path ahead remains uncertain;…