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Market Commentary
2nd Quarter 2022 Market Commentary
With a -20.0% return during the first half of the year, the S&P 500 officially met the somewhat arbitrary criteria for a bear market. An
1st Quarter 2022 Market Commentary
During a volatile start to 2022, investment strategies that outperformed during the last few years struggled in a market where energy and mining stocks provided
4th Quarter 2021 Market Commentary
The news of the omicron variant roiled financial markets during the fourth quarter, resulting in losses for energy and other cyclical sectors that had rallied
3rd Quarter 2021 Market Commentary
In 2008 there had still been a note of hesitancy about central-bank interventions. In 2020, that was gone. The full implications of the opening of
Articles
Russia’s Ukraine Invasion will Accelerate Deglobalization and Increase Inflation Risks
Russia invaded Ukraine this week in the largest European military action since World War Two. At this point, Putin’s goal looks to be overthrowing the
The Beginning of the End?
With the election results and positive vaccine news, investors now possess a clearer picture of the next few years. A Biden victory, without the predicted ‘Blue Wave’ giving the Democrats dominance in the
The End of the Beginning
Now this is not the end. It is not even the beginning of the end. But it is, perhaps, the end of the beginning. Winston
Update on Market Volatility
The last several weeks have seen historic moves in the markets. Large swings, up and down, within a single day have challenged some of the