Insights
Our Latest Insights
Off To a Rough Start To The Year…Patience Should Be Rewarded As 2022 Evolves
Come writers and criticsWho prophesize with your penAnd keep your eyes wideThe chance won’t come againAnd don’t speak too soonFor the wheel’s still in spin –Lyrics taken from Bob Dylan’s 1964 classic song, “Times They Are A-Changin’ A look At The S&P 5001 We...
Fantastic Close To 2021… What’s in Store For 2022?
“You got to let me know…should I stay or should I go?” - Lyrics from the 1980’s hit song from The Clash The S&P 500 finished the year in strong fashion, posting another record close at the end of December. This marked its 70th new high during the year and resulted...
Great Year So Far for Returns in 2021, Despite a Weak Close to November… Can the Good Times Continue?
“Profits should be based not on optimism but on arithmetic.” – Ben Graham Equity returns have been spectacular in 2021, with the S&P 500 up over 23% through November.1 The index has established 65 new highs so far this year; the second most new highs recorded in a...
Inflation Setting In – Raising Expectations
Inflation pressures are building. People across the spectrum are asking what inflation will look like going forward. I don’t think that is the proper, operative question to ask. I think it’s more important to ask, “How long 2%+ inflation will be with us, and what will...
Risk Levels Have Increased…But Fundamentals Remain Positive
“After spending many years on Wall Street and after making and losing millions of dollars, I want to tell you this…it never was my thinking that made big money for me. It always was my sitting. Got that? My sitting tight!” – Jesse Livermore (famous investor/trader in...
Where Will Inflation End Up? A Review of Federal Reserve Policies
For those who haven’t been to Jackson Hole, Wyoming, you must go. This is one of the most scenic, beautiful areas in the U.S. Just south of Yellowstone National Park, Jackson Hole, along with western areas, such as Aspen, Vail and Park City, have garnered the...
