The arrival of ‘peak inflation’ is not sufficient to calm investor nerves when recession and falling corporate profits loom.
History does not offer many examples of recession-free Fed tightening cycles. Will this be an exception?
Bond markets are signaling precarious conditions ahead. Investor should take note.
Investors continue to underestimate global GDP and earnings growth risks.
The economic and market implications of Russia’s war in Ukraine will be profound.
Even after recent market volatility, investors may still be underestimating the risks of Russia’s invasion of Ukraine.
The defense of freedom requires action, no matter how large or small. Please consider a donation to help those suffering in Ukraine. We are
The invasion of Ukraine has near and long-term consequences for investors. It is not as simple as ‘buy the dip’.
If we can force ourselves to disengage from the moment, significant developments are taking place that could reshape our thinking about growth,
As Russia prepares for a possible imminent invasion of the Ukraine, the financial market’s Eye of Sauron must now grapple with this major
Sometimes, the conventional wisdom is unwise. This is one of those times.
The consensus has shifted. The Fed is expected to tighten a lot in 2022. But crowds are not always wise. Peaking inflation and moderating