Move Along, Nothing to See Here | September 17, 2022

Move Along, Nothing to See Here Investors have been hanging on every word from the Federal Reserve for years as their policies have been the most consistent driver of markets, be it stocks, bonds, housing, private equity, etc. Some level of rate increases has been baked in by markets, but, of course, that level gyrates […]
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How Long? How Bad? | June 18, 2022

How Long? How Bad? As we have stated numerous times, we are faced with a menu of bad options. After 20+ years of ever-increasing, Fed-induced, financial largesse, inflation has turned the tables and we face the inevitable reversal of that largesse. There are no good options. The Fed will remain optimistic to the end, but […]
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