Creekside Commentary

The Fed and QT? We have had a fair number of clients ask what Quantitative Tightening is, so we decided to delve into the basics. The technical definition of Quantitative Tightening (QT) is: Quantitative tightening (QT) refers to monetary policies that contract, or...

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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 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 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...

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...

The Shrinking Stock Market One of the more common questions we receive from clients is “how can the US stock market keep going up when the economy has been hampered by the Pandemic?” There are many aspects to this question, but one area we would like to focus on is...

Digital Currency Where to even start to sum up the year 2020. COVID-19, a short bear market, Tesla stock to the moon, and crazy politics. Or should we move on and focus on the future? We decided the future would be a better place to focus our time and energy. A few...

As we move into the fourth quarter of 2020 we wanted to look back in time for some stock market comparisons. As the old cliché goes “It’s different this time”. We have always been skeptical of this saying, especially when examining the markets. We recently read a...

Pragmatic   Our commentary Headline in January was titled The Twilight Zone…we probably should have saved it for this quarter. As one client described the preceding weeks. “Good golly Miss Molly”! Now we have to look forward, not backward. We want to approach...