Markets haven’t experienced higher inflation and higher yields in a really long time, but that’s the world we find ourselves in right now. The Fed and the Market seemed to... read more →
Here’s a fairly comprehensive list of geopolitical events dating back +80y. Consistent with last week’s TalkingPoints – What do geopolitical events mean for stock returns? (2-14-2021), negative/stressful/upsetting geopolitics events develop... read more →
The questions I am getting from clients now are focused almost entirely on three specific things: (1) the equity market is at an all-time high and coming off a big... read more →
The blue line, green line, purple line, and red line below all say that midterm election years get more and more bumpy the closer we get to casting our collective... read more →
I have four predictions for 2022 – here goes: The Fed is going to raise interest rates. Maybe the most meaningless prediction in the history of prediction because the Fed has... read more →