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Library

Weekly Missives

Indications of a New Bull Market? (8-15-22)

The Bleeders (8-8-22)

The Importance of King Consumer (7-26-22)

This Isn't Your Father's Inflation (7-18-220

The Probabilities of Investment Returns (7-11-22)

Financial Markets and the War in Ukraine (6-27-22)

Market Musings

August 2022: Show Me the Money

July 2022: Crypto Calamity

June 2022: The Origins of Our Inflation

May 2022: Economic Indigestion

April 2022: A Change in Monetary Policy

March 2022: The Effects of War on Global Financial Markets

Quarterly Review

A timely review of global financial markets that can influence the structure of client portfolios.

Q1-22: A Return to Equilibrium?

Q4-21: Looking Back, Looking Ahead

Q3-21: The Economic Expansion Continues

Q2-21: Mid-Year Review

Q1-21: Avoiding an Apocalypse

Q4-20: A Look Back and A Look Ahead

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    Recent Perspective

    Q1-22: A Return to Equilibrium?

    At the end of last year, the economic and financial market outlook appeared bright. The Covid crisis was ebbing after several fits and starts and the variant-forced vacations for workers was coming to an end. Employment was on the rise bringing the unemployment rate down to 3.6% not bad, given the recession of 2020 pushed that rate over 14%.

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