Market volatility has risen over the past few days, and risks have increased dramatically. We are reducing equity exposure to find shelter from this market storm.
interest rates
Stick Save
Last week, the market made an important move higher just when it needed to. This sets up for the most important two weeks of the year. Will the move higher continue?
Market Volatility Webinar: When the Levee Breaks
Market volatility has risen dramatically this year. In this episode, we discuss the markets, Fed, levels to watch on the S&P 500, the big four stocks, potential outcomes and portfolio positioning.
Wise Men and Fools
An important skill in volatile markets is to acknowledge that you don’t know what will happen. We review the conflicting signals to help understand the current environment.
Fed Raises Interest Rates: Implications and What We’re Watching
After reducing rates from 2.5% in 2019 to zero at the onset of the pandemic, the Federal Reserve has hiked rates by 0.25%. What does this mean and what should we be watching?
Fed Meeting: Popping the Bubble or Normal Volatility?
So much for the New Year’s wish of putting 2020 and 2021 behind us and getting back to normal. Or are we? The markets had one of the calmest years in history last year, mainly on the back of the mega-cap tech firms. But that calm was shattered as the market fell over 12% in […]
5 Themes for 2022 and Why We Hate Year-End Predictions
We hate year-end predictions. Maybe “hate” is the wrong word…it is far to kind. We absolutely despise the cringeworthy year-end predictions that accompany this time of year. (Feel free to imagine other colorful adjectives we may use to describe them.) Why? Because they are worthless. There is no accountability whatsoever for those who make them. […]
The Wolf and the Crane
Aesop was a Greek storyteller who lived from 620-564 BCE. His stories were verbally passed down through time, and often included tales of animals and inanimate objects that could speak and solve problems. Many of Aesop’s Fables are commonplace even to this day. We are all familiar with the story of the tortoise and the […]