Informed Decisions Drive Better Outcomes

Q1 2023 Commentary

Why aren’t stocks going down? The near-term landscape is full of obvious risks and precarity. Shouldn’t the market reflect the dark horizons? Sometimes,...

2022: The Year of the Rug Pull

With a year as dismal as 2022, it’s natural to want to assign blame: inflation, the Fed, war, etc. The best and simplest answer may also be the least...

What Recessions Don’t Mean for Markets

While it’s been forty years, we have seen this movie before. No one knows whether we are in the early, middle, or late innings of this inflation story....

The Stock Market Does Not Equal The Economy

The relationship between the economy and stock market is not as strong as many expect. Economic data is backward-looking; it uses what has already happened...