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Commentary


Has Inflation Peaked?

There’s an old saying in the commodities market that the cure for high prices is high prices. Will the highest rate of inflation in four decades force consumers and businesses to put away their wallets, or is the worst behind us?

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What If This Is A Recession?

The economic data overwhelmingly suggest that the economy is growing, but what if it’s all wrong and we’re at the precipice of the next recession. How bad could it get this time, and what can investors do today to prepare?

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Is This A Bear Market?

The carnage this year has been relentless, and the S&P 500 is flirting with bear market territory. What can history tell us about the severity of bear markets, and if the index continues to fall, what should investors do next?

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Take Two And Call In The Morning

While recent volatility is causing headaches for some investors, others argue it feels more like being the victim in a low-budget horror flick. What can investors do to help alleviate some of the pain?

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Is The Economy OK?

Economists’ track record for forecasting the direction of the U.S. economy have historically been less than stellar. Are their models wrong, and if so, is economic forecasting a fool’s errand?

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Q1 2022 Quarterly Update

The first quarter was one of the most challenging in decades. There was almost nowhere to hide, and those who remained disciplined and diversified were mostly rewarded with paper losses.

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