Investment Recap

Last year began with the outbreak of War in Ukraine and continued with abnormally high inflation and efforts by central banks around the world to bring it down. It was a difficult and unprecedented year. The stock market recovery we had...

Both stocks and bonds experienced further price declines in the 3rd quarter, but began the month of October on a stronger note. In fact, last week we had a one-day reversal that was the most dramatic point swing in the Dow Jones average in...

The 2nd quarter saw an acceleration of inflation and, as a result, Federal Reserve “jawboning” and tightening moves. Both Stock and Bond markets sold off due to the fear of restrictive monetary policy which could cause a recession and the...

In our January letter, after remarking about the wonderful 2021 results for stocks, we delineated a handful of concerns facing investors in the New Year including: 1) inflation, 2) tightening by the Federal Reserve, and 3) geopolitics. Of...