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Market Currents – 11/15/22
Some Relief. US equities recovered some ground in October following a notably weak close to the September quarter. The S&P 500 rose about 8% in the month, and the Dow Jones Industrials...
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The Fallout of FTX in the Cryptocurrency Universe
Warren Buffet warned us: “A rising tide floats all boats. Only when the tide goes out do you discover who has been swimming naked.” The Oracle of Omaha made this comment in 1992, in the...
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Market Currents – 10/6/22
Market Commentary. Risk assets sold off around the globe in late September as investors continued to grapple with hawkish monetary policy positioning from the Federal Reserve and other central banks to...
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Quick Comment 9-13-22
The Situation is Inflation Investment markets have continued their slog this year, and barring events entirely unexpected, both the stock and bond markets will post a down year in 2022. The story...
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Market Currents – 8/2/22
Some Relief. US stocks staged a comeback in July, rebounding from a tough first half of the year. Moderating inflation expectations and better-than-feared corporate earnings helped delivered the best...
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Market Currents – 6/30/22
A Challenging First Half. Financial markets struggled to their worst start to a year in decades. Accelerating inflation and rising interest rates, combined with growth fears, have fueled a...
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Market Currents 5/31/22
A Challenging Time. Global equity markets saw another down month in April, but will end May about flat. It is premature to suggest we have bottomed, however. The continuing storm of high...
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Quick Comment 5-13-22
A Challenging Time It has been a tough year, so far, for all of us as investors. From the year’s start, the stock market has undergone a continuing selloff, and bonds have also fallen in value as...
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Quarterly Newsletter – Q1 2022
A Down Open to the Year Market Comment The year’s opening quarter was marked by a confluence of headwinds for investment markets, and some were quite unexpected. Just as the global economy was...