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Latest From Our Blog

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Monthly Market Monologue - October 2022

This year the stock and bond markets have been incredibly difficult to navigate. While we are generally pleased with how our multi-strategy investment process has performed for our clients, it's important for us all to keep the environment in perspective. So, how bad is this year? In today's Monthly Market Monologue, we answer that question.

Investing Insights
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FedEx and Inflation

FedEx reports their quarterly results this week and concurrently lowered their guidance for the upcoming quarter. Their CEO also stated that they are concerned about a worsening global economic slowdown. In this week's video we discuss the latest CPI figures, both the headline CPI and "Core" CPI. In short, inflation does not appear to be going away anytime soon. We also discuss how much cash is appropriate and whether or not the 4% rule still applies.

Investing Insights
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Monthly Market Monologue - August 2022

In this month's market review, we review whether or not July was just a Bear Market rally or have we really seen the bottom of this market decline? To that end, we review the 14 different components of our Vertical Speed Indicator (VSI) to see if it has flipped back to a "buy" signal. Finally, we review the economic data to discuss whether or not we are in a recession. Naturally, we continue to discuss how the Fed can fight inflation.

Investing Insights