Market Updates

If It Was Easy Then

If you have a positive attitude and constantly strive to give your best effort, eventually you will overcome your immediate problems and find you are ready for greater challenges. ~ Pat Riley   No one said this was going to be easy, and it’s certainly not.  So...

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Tired and Tattered

There is an old saying that bear markets don’t scare you out, they wear you out.  Well, if true, and it absolutely is, then this week its mission accomplished by the bears.  Everyone is worn out, frustrated, angry, and giving up on this market.  You can see it in the...

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When Doves Die

This week was one of the most important weeks of the year. We wanted to put out a quick note to try and explain why and what it may behold for the markets for the rest of Q2 and beyond.   On Tuesday the 4th, Lael Brainard, who is expected to be confirmed as Vice...

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One For The Books

We are now 25% through 2022, and what a 25% it has been.  The current market negatives are abundant and very transparent.  Let’s list them and then comment on how, or if, they have affected the global markets.   A hawkish Fed hellbent on raising rates likely up...

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Mid Month Update March 2022

  We wanted to put out a quick mid-month missive due to the continued volatile environment (world) we all find ourselves in.  This week, we finally saw the Fed begin to raise rates a quarter point and hinted at 7 more .25 rate hikes this year while also stating...

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Buckle Up and Hold On Tight

 Chaos and confusion were the unfortunate themes for February as 2022 continues to exhibit increasingly volatile characteristics, highlighted this month by the Russia/Ukraine crisis which has commandeered all the headlines.  We won’t pretend to be Russian experts in...

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Beginning of February

  There were some events that took place this week that we feel will be looked back upon as pivotal to the changing landscape we have been talking about since late 2021. The first is that both the ECB and Bank of England are now in the hawkish camp along with the...

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January 2022 Update

  There is an old story about the market craze in sardine trading when the sardines disappeared from their traditional waters in Monterey, California. The commodity traders bid them up and the price of a can of sardines soared. One day a buyer decided to treat himself...

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Alternative Universe

The rush into commodities showed no signs of abating this week.  It makes little difference whether it’s a play to try and get ahead of the inflation curve that is garnering practically all the MSM headlines now or a place to park money to escape the volatile equity...

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