Insights
Investor Strategy
Investor Strategy
Mid-year check: Everything ‘K?
July 2023. Investor Strategy. 'K' is used to denote a divergent two-pronged recovery — the portion of the letter going up to the right representing…
Investor Strategy
Foot off the gas and hover over the brake
June 2023. Investor Strategy. Our research team discusses the unknown of whether there will be a recession or how the market may react. But we…
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…
Investor Strategy
Rent this rally, don’t buy it
February 2023. Investor Strategy. 2023 started off with a bang. The road ahead has twists & turns likely, with one downward becoming likely. Rent this…
Investor Strategy
2023 outlook: bear market end game
January 2023. Investor Strategy. 2023 should start off decently as inflation comes down a bit more, partially alleviating the markets’ biggest fear. Plus, a little…
Investor Strategy
Santa may have come early
December 2022. Investor Strategy. We are not buying it. This appears to be another bear market rally, and maybe it even makes it to the…
Investor Strategy
Road not taken
November 2022. Investor Strategy. There might be better entry points ahead, but one-year return expectations are the best we have seen in many years, given…