Assessing the 2025 Investment Landscape»
January 10, 2025 –
Every year there are headline economic and political events that define financial market moves for posterity. Every year there are also headlines reflecting expectations of events that move markets in…
The Fed Finally Eases»
October 9, 2024 –
They finally did it. On September 18, in a move that had been anticipated for almost a year, the Federal Reserve Bank finally cut short term interest rates (by half…
Is It 1999 Again?»
July 18, 2024 –
Those of us with a little (or, in my case, more than a little) gray hair will remember the “dot-com bubble” of the late 1990s. The Internet was expected to…
A Repricing of Expectations»
April 17, 2024 –
Just as market strategists held a strong view at the beginning of 2023 that the year would bring an economic recession, 2024 began with a consensus that the economy would…
The Perils of Groupthink»
January 17, 2024 –
To the delight of skiers, recently Santa Fe has been inundated with a series of snowstorms, dumping about 4.5 feet of fresh powder on the local ski hill. As I…
The Yield Curve and Bond Strategy»
October 11, 2023 –
Given recent downward moves in both stock and bond markets and the many fears that have dominated financial headlines in 2023 (see our Q3 commentary “Yet Again, the Sky Does…
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