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Market Outlooks
Weekly RIA Pulse Report - April 25, 2022
Curated content for RIAs.
The investment, risk and business activities executed by RIAs across the nation.
Market Outlooks
Weekly Investment Commentary: Earnings seasoned with a grain of salt
This piece is approved to use with clients.
Inflation trends should benefit some areas more than others. So far, higher inflation has had a mixed impact on corporate earnings.
Market Outlooks
Weekly Market Compass: Inflation, monetary policy, earnings and more
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I entered this industry back in 1995, and I’ve seen a lot over the last 27 or so years — but the last few years have seemed particularly wild. I’m reminded of a line from one of my favorite Grateful Dead songs, “What a long strange trip it’s been.
Policy and Regulatory Commentary
The New Partisan Battleground: Committee Term Limits
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Let’s review the history of term limits and what, if enacted, this particular proposal could mean from a practical perspective.
Market Outlooks
Weekly Investment Commentary: Don’t shrink from the Fed’s balance sheet runoff
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What a difference five years makes. Today’s backdrop for balance sheet reduction bears little resemblance to the last time the Fed initiated QT in September 2017.
Market Outlooks
Weekly RIA Pulse Report - Week of April 19, 2022
The investment, risk and business activities executed by RIAs across the nation.
Market Outlooks
Weekly Market Compass: Some ‘silver linings’ I see in markets today
This piece is approved to use with clients.
Last week, I was lucky enough to present to several different clients and to also address a group of business school students. Questions and conversations with them this week have helped to shape what’s been on my mind, especially regarding the “silver linings” I’m seeing in some concerning issues. Below, I discuss a few of them.