Quarterly Comments February 2024

Good News vs Bad News In this week of loving messages, we got one of those Bad News Reports which stem from basically Good News in the economy. CPI was […]

Quarterly Comments: Resilience Persists

Resilience Persists November 10, 2023 Markets and the economy are exhibiting robust resilience  face of the the “Higher for Longer” interest rate message. There are plenty of headwinds – geopolitical, […]

Quarterly Comments

Mixed messages abound! The bond market tells us a recession is not only coming – it is inevitable; the stock market seems to be saying “Slowdown maybe, but the economic growth opportunities remain, so – no recession.”

Quarterly Comments

Growth, Slow Growth or No Growth February 15, 2023 I think I can speak for all of us when I say we are feeling, if not a bit better, then […]

Making Sense of It: Inflation, Recession or Not

The Federal reserve is playing catch up and is raising rates at the fastest pace since the early 1980s. It will take 6 to 12 months to actually see the cooling effects of these rate hikes on the overall economy, so there is the very real possibility that the Fed will go too far or too fast and cause a deeper contraction than is needed or warranted.

Recession – To Be or Not To Be

It’s in the news – everywhere – talk of recession and all the negative feelings that word calls up. Well, are we in a recession? And why do we care if we are or are not?

Making Sense of Inflation

I can hardly get through any news report or recent article which does not mention “inflation” in some context. If you are over the age of 60, or have studied the inflation of the 1970’s, you may immediately call up an image of mortgages and money market funds at 17% or more. What we have this time around is not that!

Quarterly Comments – Inflation?

I’ve heard the word “Inflation” more in the last few months than in the past few years. Many younger people, some on my staff, have never heard the level of […]