Q4 2022
“This time is different.” As 2022 began, that sentiment seemed pervasive. With the S&P 500 tradingclose to all-time highs, continuing to be led by mega-cap …-
2022 Q3
According to ESPN major league baseball (MLB) analyst, Doug Glanville, MLB instituted the“warning track” in 1949. This came after a Brooklyn Dodgers outfielder named Pete … -
2022 Q2
We find ourselves questioning the maxim, “Good things come to those who wait.” After waiting years for interest rates to rise, thereby ushering in a … -
2022 Q1
The new year started as we expected: inflation continuing to rise, the Federal Reserve getting increasingly hawkish, interest rates rising, and with a rotation out … -
2021 Q4
2021 began with a hopeful optimism of a soon-to-be vaccinated world, and our being able to put the COVID-19 pandemic in the rearview mirror. As … -
2021 Q3
Cases of whiplash must have spiked lately. After all, in a few short months, market commentators have abruptly transitioned from: “inflation is transitory” to “inflation …
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