December 12, 2022

In our last new letter, we introduced the potential for greater balance in 2023 and pledged to share our thoughts and outlook for 2023 in greater detail: First up – Stocks!

LOOK FOR EQUILIBRIUM BETWWEN THE MACRO AND MIRCO IN 2023

December 7, 2022

November 7, 2022

Tomorrow is Election Day, and while it may take some time to tally up the results, the overall midterm picture has been gaining some clarity.

September 29, 2022

In the last several weeks, we have continued to face elevated uncertainty in financial markets due to high inflation and rising interest rates, and we thought it was an important time to take stock with the final quarter of 2022 just ahead.

August 3rd, 2022

The only thing hotter than the weather?  – you guessed it, the stock market! 

As Gomer Pyle would say, “Surprise surprise surprise!”

July 7, 2022

June 7, 2022

May 11, 2022

May 4, 2022

March 22, 2022