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Q1 2022 Recap & Outlook

Following two years of pandemic crisis and recovery, 2022 is shaping up as the year investors got serious about inflation. The numbers have been largely meaningless since economies across the globe were halted during the worst of COVID. Until recently, Fed Chairman...

The Fed Pivot

The Federal Open Market Committee (FOMC) gathers this week for the first time in 2022 (they are scheduled to meet 7 times in 2022). Federal Reserve Chairman, Jerome Powell, and committee members are tasked with their dual mandate to promote maximum employment and...

The Company is Not the Stock

“As the stock price was going the wrong way, everything inside the company was going the right way.” With these words, founder & CEO Jeff Bezos described the disconnect during the Dot-com Bubble between how Amazon’s stock (AMZN) and Amazon the company were...

Q4 2021 Recap & Outlook

In what was generally a strong year for the economy and for equity markets, the last six weeks of 2021 were dominated by the emergence of another COVID variant – this time Omicron. The shortened trading session on Friday after Thanksgiving is usually a positive day...

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