History and Perspective

History and Perspective When making investments, we believe having a sense of history is extremely important. Especially when dealing with a year like 2022 where there has been no safe place to invest. Let us look back almost 50 years to 1974…what were some of the...

Hitting the Brakes

Hitting the Brakes The first six months of 2022 have not been short on downside volatility. The Ukraine/Russia conflict is certainly a factor, but we think the larger driver of the markets has been the proverbial free money punchbowl being taken away. Inflation was...

Acronym Soup

Acronym Soup As we begin the new year, we always review the prior year on Wall Street. The clear winner once again was big US companies for the 5th year in a row. Less than 10 companies are dictating the S&P 500 returns which has been the case for a while now and...

Inflation, Deflation or Reflation??

The second quarter of 2021 has come to a close and many questions from clients and the market pundits surround the question “is inflation a problem in the coming years?”. With the massive stimulus from the government over the last 12 months there is no doubt there is...