Market Commentary (06-15-2023)
We discuss the market's concentration, the resilient economy, and discuss the potential opportunities that international equities present.
Market Commentary (03-02-2023)
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.
Market Commentary (12-05-2022)
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).
Market Commentary (09-02-2022)
The Fed, rates rising, and recession watch - we cover all of the hot topics.
Market Commentary (05-31-2022)
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.
Market Commentary (03-08-2022)
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.