The Fault is ours, Ray
According to Forbes Magazine, Ray Dalio, founder of Bridgewater Associates, is America’s second richest money manager. He trails only George Soros in the pantheon of hedge fund “masters of the...
View ArticleOur 2020 vision
Given that the stock market generally discounts events at least 6 months in advance, summer is the time for judging the upcoming market year. Investors are turning their focus to 2020 – particularly...
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Negative rates in Europe – We all fall down
The second quarter of 2019 was interesting for fixed income. The U.S. economy continued to do well, as job growth continued, and the unemployment rate dropped. Contrary to conventional wisdom, however,...
View ArticleExpect the unexpected
Calendar 2019 was an interesting and unexpected year in the fixed income market. After four interest rate increases in 2018, it was widely expected that the Federal Reserve would continue to tighten...
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The “everything” rally
The equity market rally picked up steam in the final quarter of the year as investors cheered a deescalation of trade tensions with China, signs of bottoming economic data, corporate earnings results...
View ArticleFirst Quarter 2020 Market View
During these challenging times, we want to stay fully connected with you. With this in mind, we’ve collected your most frequently asked questions about coronavirus, the economy, and the markets during...
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Markets Don’t Wait
There were two distinct phases to the first quarter. The first was characterized by an equity market surging to all-time highs. This phase quickly faded into what seems like a distant memory following...
View ArticleThe Kitchen Sink
If I’ve learned anything in the last few weeks, I now know what the Federal Reserve’s kitchen sink looks like! Since mid-March, in response to the worldwide COVID-19 crisis, the U.S. Federal Reserve...
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The “Move On” Phase
Market Update The equity market recovery that began in late March picked up steam throughout the second quarter. The S&P 500 Index jumped 20.5%, its biggest quarterly gain since the fourth quarter...
View ArticleThe All-Powerful Powell
The second quarter of 2020 was all about optimism. After initial fears about the consequences of COVID-19, we began to find our footing in the new world. We learned to do most activities (with air...
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