Keep Your Powder Dry … for Now
September 27, 2022
Investing in a bear market—remain disciplined, keep your powder dry but don’t pull the trigger until an opportunity lands in your crosshairs.
Notes on the Economy – Q3 2022 Summary
September 7, 2022
The Federal Reserve has a full house of policymakers determined to bring inflation down; interest rates will continue upward—even at the risk of recession.
What To Do When You’re Cornered by a Bear
August 4, 2022
Ignore your gut instinct to flee this bear market—it’s too late for that. Face down your fears and be ready to profit when the climate pushes it into hibernation.
Traditional Hedges Might Soothe Inflation’s Sting
August 2, 2022
Worried about inflation? TIPS, REITs and precious metals might give investors something to smile about as stock markets crater.
Guessing Is Not a Sound Investment Strategy
July 28, 2022
Bifurcated inflation is a new phenomenon, something investors have never seen before and should be wary of before deciding to move their nest eggs.
June Inflation Data: Reason To Change Outlook?
July 19, 2022
The next six to nine months is likely to be bumpy as the economy retools, but our medium-term outlook has not changed.
Value Stocks Have More Room To Run
July 7, 2022
As growth stocks have ebbed, value stocks have surged with strong earnings, cheaper valuations and higher dividend yields.
It’s Ugly Out There, but Attractive Opportunities Will Come
July 5, 2022
Recession talk is scary, but the best investment move to make right now is to have the courage and patience to wait for deals—and then pounce.
As Skies Darken, Astute Investors Recognize Need for Caution
June 28, 2022
The economic weather looks stormy, but is it a squall or a hurricane that America is sailing toward?
The Inflationary Ripples of Russia’s War
June 7, 2022
The Russian invasion of Ukraine threw a monkey-wrench into the economic recoveries in many advanced economies just as their respective output gaps closed.