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
Whistling past the graveyard
May 2023. Investor Strategy. The good news is although there are signs that the economy is cooling, it does not look like it is falling…
Investor Strategy
Time to play defense
April 2023. Investor Strategy. The risk of a slowdown has certainly risen during the month of March. The economy will very likely slow, a lot…
Investor Strategy
Look through the zigs and zags
March 2023. Investor Strategy. We remain renters of any rally and like bonds a little more with every tick higher in yield. We have a…