1st Quarter 2022

Change is occurring on so many levels. Global leadership seems to be shifting and changing. Currency markets are in a time of change. Technology is changing our lives. Research, education, and non-stop diligence is vital to understanding what changes are going to last and what that means for the our current ways of doing things, our ways of life, and, therefore, the investments we make.

See Full Report: Q1 2022 Client Newsletter

3rd Quarter 2021

A Euphoric Transition of the Markets

Additionally, we see two new issues developing. The first is inflationary pressures, which are well known and discussed in the markets. The other is supply chain issues. Those issues are as visible as semiconductor production shortages. And as opaque as shortages of willing labor to unload cargo ships. But these issues are not garnering too many headlines at this point. We expect that to change.

See Full Report: Q3 2021 Client Newsletter

1st Quarter 2021

We think 2021 will be a year of consistent market gains. The Fed and the Treasury have made it clear that they will do whatever it takes to ensure that asset prices are stable, if not appreciating. Surely, we’ve all heard the saying “Don’t fight the Fed.” Market participants have been saying those words for multiple generations. Make no mistake about it, there is a reason for that. When the Fed is on your side, they can make the game a lot easier to win.

See Full Report: Q1 2021 Client Newsletter

4th Quarter 2020

Heading into 2021, there are still some uncertainties regarding how all of moving pieces of the global economy will fit together and we certainly do have a lot to worry about. But Bull Markets are said to “climb a wall of worry.”

The fact that the Fed and the Treasury appear to be working seamlessly together to stabilize and inflate asset prices, gives us a lot of confidence that the direction of the markets should be upward biased for the new year. But, of course, volatility will rear its head through out the year. Which is why we allocate assets according to everyone’s risk tolerance and financial needs.

Happy New Year!

See Full Report: 4th Quarter 2020 Client Newsletter