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    May 2022 Market Commentary

    Inflation not moderating, price resistance for non-essentials growing, Fed finally begins shrinking the balance sheet.

    Financial Insights

    April 2022 Market Commentary

    Fed tightening but Powell's heart doesn't seem to be in it.

    Financial Insights

    Inflation

    Cost of living, lack of growth policy, and rising interest rates combining to squeeze consumers and threaten economic expansion later this year.

    Financial Insights

    Q1 2022 Market Comments

    Will Fed follow through combating inflation; rising mortgage rates and falling truck-loadings suggesting slowdown developing if consumer spending dips.

    Financial Insights

    Rally!

    War and inflation continue, earnings likely to continue expanding but wage growth failing to preserve worker purchasing power.

    Financial Insights

    February 2022 Market Commentary

    World equity prices declined in February as war worries and soaring commodity prices threatened to interrupt the post-pandemic global economic recovery.

    Financial Insights

    Anxious Times

    Rising inflation rates, higher borrowing costs and tensions in Eastern Europe have weighed heavily on equity markets the first two weeks of February.

    Financial Insights

    January 2022 Market Commentary

    January was not the 2022 start investors were hoping for. Tech results turning mixed, guidance less certain, earnings multiple revisions in progress.

    Financial Insights