When unique or noteworthy events happen in the world, we offer our take via our Financially Speaking articles.
Inflation is Sticky
Inflation is Sticky In 1963, economist Milton Friedman instructed that “Inflation is always and everywhere a monetary phenomenon”. That line has become famous over the years for its simple way of explaining the occurrence of inflation. Not every economist agrees with Mr. Friedman on this, but we do believe it is fundamentally correct. Looking back
U.S. Technology Growth & The Future of AI
U.S. Technology Growing Many people are familiar with our Active Asset Allocation (AAA) portfolio strategy. This is the strategy we developed in 2016 to focus on investment momentum, how to use it when it’s there, and how to avoid it when not. This strategy has been one of our best performers since we introduced it
Navigating the Waves of Election Year Markets
2024 – Election Year Worries We get many calls from clients wanting to talk about the stock or bond markets and the economy in general. We are fine getting those calls and having those conversations. Of course, we can’t predict the future, but we try to read the tea leaves to better understand what might
It Only Takes a Few Days
Forecasting the Future Looking back we can see that 2022 was not a great year for the S&P 500 market index. It was down – 18.11% for the year. 2023 was better with a performance of +24.5%. In fact, we have now surpassed the previous market high that was set on January 3, 2022. But,
Are the Markets now Unstuck?
At the end of October, we wrote a newsletter talking about the unusual 3-month decline seen in the S&P 500 in August, September and October. You can read that full report here. The basic message in that report was that we believe that the market narrative had shifted overwhelmingly to interest rates, inflation and the