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First Quarter Market Update

Prior to the banking stress in March, the US economy was still running too hot. Not crazy hot, but hot enough to imply that higher interest rates may need to remain elevated for a while...

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Fourth Quarter Market Update

The US economy has been surprisingly resilient despite the most aggressive rate hike cycle in history. According to Fed projections, getting inflation under control means that a million workers may need to lose their jobs, so the tide may yet turn...

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Third Quarter Market Update: Investment Success is not Determined by One Market Season

Going through slumps from time to time is inevitable but pushing through the bad periods to get to the longer-lasting positive periods is the recipe for success in both baseball and investing.
First Quarter Market Update Prior to the banking stress in March, the US economy was still running too hot. Not crazy hot, but hot enough to imply that higher interest rates may need to remain elevated for a while...
Fourth Quarter Market Update The US economy has been surprisingly resilient despite the most aggressive rate hike cycle in history...
Third Quarter Market Update: Investment Success is not Determined by One Market Season Going through slumps from time to time is inevitable but pushing through the bad periods to get to the longer-lasting positive periods is the recipe for success in both baseball and investing.

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