What Happened in Q1 2022?
The S&P 500 Index returned -4.6% during Q1 2022, and the MSCI All Country World Index fell -5.3%. Q1 saw a notable rotation into inflation sensitive assets. The Bloomberg Commodity…
Read More
Positioning a Portfolio for Additional Rate Hikes
What counts is how your money is invested now in anticipation of rate hikes At their recent March meeting, the Federal Reserve moved its fed funds target rate from near…
Read More
The Surge in Commodities in 2021 and 2022
Markets will find a way to cure this overindulgence – but it might take awhile Commodities tend to run in long cycles. There was a huge run-up in their prices…
Read More
Our Perspective on Russia & Ukraine
With the current volatility of the geo-political environment, I wanted to take a moment or two to provide some perspective on the scary situation in Ukraine and what could happen…
Read More