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September 28, 2022 | Investing
In investing, there’s no limit to how high a stock can go. Worst case, a stock can go off the board (i.e., to zero), and you’ll lose what you put in. But best case, a stock can go up 2x, 5x, 10x or more, delivering massive gains to the long-term investor. This wide range of outcomes is the …
September 13, 2022 | Investing
Although credits spreads have widened across bond markets in 2022, they are still relatively compressed per historical standards Swaps are a derivative tool primarily relevant to institutional investors, but they can provide useful insights for all investors Swap spreads are rapidly …
September 13, 2022 | Investing
Russia has taken the next step, escalating its conflict with Europe by indefinitely shutting off gas supplies to Europe. Citing economic sanctions imposed by the West, Russia has closed the taps to its Nord Stream 1 pipeline, throwing Europe into its biggest energy crisis in decades. We are …
August 25, 2022 | Investing
No one likes to be whipsawed, and this year has left investors riding on quite the rollercoaster. If 2021 was the lift up to the first drop, well that hill peaked in January, and we’ve all been going through loops ever since. But whereas theme park rides are meant to be fun—for the most part— …
August 10, 2022 | Investing
Key takeaways: Given our outlook that the chance of a recession occurring has increased, we are making appropriate asset allocation adjustments to include more defensive positions Real estate is an area that, when managed correctly, can be positioned to provide a degree of downside risk …
July 28, 2022 | Investing
Today, we are sharing a couple trends in the consumer goods sector that we think present attractive investment opportunities. As an active manager, we are constantly evaluating companies and industries that could make a good fit for one of three investment strategies. But first, how do we …
July 14, 2022 | Investing
Update 7/14/2022 This week’s 9.1% headline Consumer Price Index (CPI) inflation reading was certainly a shock to many market observers. There is no doubt that inflation has proved more resilient than most Wall Street expectations from a year plus ago as the stickier components of inflation (i.e., …
June 29, 2022 | Investing
When it comes to stock selection and managing portfolios, every buy or sell decision is made with careful, thorough analysis, and they’re all done for a reason. No investment professional worth their salt would say otherwise. But how many of those investment professionals have processes in …
June 15, 2022 | Investing
Key Takeaways: On Monday (June 13), the US stock market fell again, closing over 20% below its all-time high that is commonly used to define a bear market Better starting yields and diversification benefits, especially in recessions, are key reasons to own bonds for the short- and long- …
May 26, 2022 | Investing
The past few weeks, months, and even years have been chaotic to say the least. We’ve invested through a global pandemic, supply chain backlogs, and war – it seems like investors can’t catch a break, especially with the recent selloff. The latest hurdle is in navigating seven straight weeks of …
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