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Market Outlooks
AAM Viewpoints: 2022: Will it be Deja vu, a Re-do or Something New?
This piece is approved to use with clients.
As we embark on the final two weeks of a challenging and unpredictable year, it seems the next year will resemble its predecessor, but with some unique and important differences.
Market Outlooks
AAM Viewpoints: Last call for fed punchbowl; Warnings for a bumpy 2022
This piece is approved to use with clients.
Last December my Viewpoints article was titled, “Let’s Party Like Its 1999!” In that article we looked forward to 2021 as a year when the euphoria was similar to 1999.
Policy and Regulatory Commentary
Dueling Regulators
This coming March will mark the 184th anniversary of a congressional resolution that banned duels on the House and Senate floors
Policy and Regulatory Commentary
Full Cabinet, Bare Shelves
Cabinet (the secretaries of Treasury, Defense, Education, and the like) is full, but many key supporting roles are not.
Market Outlooks
AAM Viewpoints: Omicron who? Municipals unfazed by new covid variant
This piece is approved to use with clients.
After a relatively benign 4th quarter, characterized by a risk-on mentality, market uncertainty ramped up heading into year end on the heels of the recently identified omicron Covid variant closely followed by a hawkish inflation pivot by the Federal Reserve.
Market Outlooks
Weekly RIA Pulse Report - December 6, 2021
Curated content for RIAs.
The investment, risk and business activities executed by RIAs across the nation.
Policy and Regulatory Commentary
All Eyes on the Fed
To understand progressives’ disappointment with their president, let’s examine the Fed’s structure — and the vice chair for supervision’s place in it.
Market Outlooks
Weekly RIA Pulse Report - November 29, 2021
Curated content for RIAs.
The investment, risk and business activities executed by RIAs across the nation.