Join us for a wide-ranging discussion covering markets, housing, infrastructure, and the ever-changing investment landscape.
We discuss the market's concentration, the resilient economy, and discuss the potential opportunities that international equities present.
We discuss the market's continued shift away from "story stocks" back towards fundamentals. Also, the meaningful march higher in interest rates means that there is an alternative again.
Inflation isn't the only thing that has recently run hot; recent jobs data came in strong. Sifting through the details, the Fed's fight against inflation looks successful (so far).
The Fed, rates rising, and recession watch - we cover all of the hot topics.
Market volatility has picked up as interests rates rise causing reverberations throughout the economy. The growth game is on the decline as value investing makes a comeback.
We've decided to provide a little more insight into our market and economic analysis through these market commentaries. Here we discuss the rocky start to 2022.