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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 …
May 11, 2022 | Investing
Key Takeaways: A falling market, rising interest rates, inflation, and growth worries are all challenging financial markets To fight inflation, the Fed is tightening financial conditions, threatening to cause a recession and spooking markets in the process We believe in deploying a truly …
April 21, 2022 | Investing
Key Takeaways: Oil prices are sensitive to supply and demand imbalances, which were originally disrupted by the COVID-induced demand collapse War and sanctions are now causing a non-fundamentally driven spike in oil prices Following our Hurdle Rate strategy, we made the recent decision to …
March 30, 2022 | Practice Management
Key Takeaways: Fundamentals always win out in the end, regardless of what style is trending Volatility opens up opportunity in names that were previously out of reach Our strategy summarized: clear buy/sell disciplines, a flexible asset allocation process, and a long-term perspective The …
March 16, 2022 | Investing
Logistics companies, such as FedEx and UPS, are beneficiaries of ongoing supply chain issues with their massive networks of aircraft, ground delivery vehicles, sorting and distribution hubs, and service centers to move goods around the world. The bottlenecks, initiated by the global health …
February 22, 2022 | Investing
Beijing is China’s host city for the Olympics, for the second time this century as the International Olympic Committee previously awarded the city the 2008 summer Olympics, in addition to this year’s 2022 winter Olympics. Being a host city is a symbolic honor, but it also comes with direct …
February 08, 2022 | Investing
The stock market’s unlimited potential can, at times, create energy and enthusiasm as investors embrace hope, looking to find the next ‘big one’ and jump on it at the right time. It’s no surprise that when the market has been on a big run, and when a new trend arrives with an optimistic …
January 25, 2022 | Investing
It’s been a rough start to the year in US equity markets as rising interest rates and slowing economic growth have markets reevaluating their appetites for risk. Since hitting an intraday all-time high on New Year’s Eve, markets decided that they would enter 2022 in a much more erratic …
January 04, 2022 | Investing
Nearly four months since the stimulus funds ended, the US economy is relatively in the same place it’s been all year. The economy is running hotter than it has in a long time, prices are clearly rising, and quality labor is still hard to find. Surging economic growth without inflation is the …
December 20, 2021 | Investing
The real estate market has done well this year as supply shortfalls and a demand surge sparked sharply higher prices. As with most industries, the pandemic-induced supply chain disruptions have caused a variety of issues in the construction industry, in ways that may leave a long-lasting …
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