by NovemAdmin | Apr 26, 2022 | commentary
The Markets The Federal Reserve’s Ice Bucket Challenge… Remember a few years ago when people raised money for charity by challenging others to pour buckets of icy water over their heads? Last week, the Federal Reserve poured a bucket of ice water over the United...
by NovemAdmin | Apr 25, 2022 | Reading List
FYI this Weekly Reading is a little longer than usual, but I will be out next week. Kudos to Bravera Bank’s Jason Coley for getting me on a Talking Heads kick and inspiring the first item on the Weekend Reading. This past weekend I checked out a show by a band called...
by NovemAdmin | Apr 19, 2022 | commentary
The Markets Here’s a riddle: How can inflation be 8.5 percent and 6.5 percent at the same time? The answer is that it depends on how you measure it. Determining how quickly prices are rising or falling – and where they may be headed in the future – is not simple. In...
by NovemAdmin | Apr 18, 2022 | Reading List
Markets are closed tomorrow for Good Friday so enjoy the long weekend! Short Weekend Reading but definitely check out the Zeihan video. I thought it was very interesting.. By Charles Ruff, CFA Peter Zeihan presentation at Fort Benning Peter Zeihan | The Changing...
by NovemAdmin | Apr 12, 2022 | commentary
The Markets The first quarter of 2022 was jam-packed with volatility-inducing events: rising inflation, war in Ukraine, rising interest rates, sanctions on Russia, and a new COVID-19 outbreak in China. Here’s a brief review of what happened during: Inflation continued...