Investing in private markets has been all the rage. That’s a warning, not an endorsement. The risks of disruption in private markets are
It Could Happen in 2023
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What We Learned in 2022
2022 was a year of significant events, too many of them tragic. Yet, in each of them we also find reasons for hope.
The Midterms’ Red Ripple Delivers Uncertainty to the Markets
In a surprise to many observers (ourselves included), the midterm elections proved to be more closely contested than most polls and political
Trash Talking the Fed
Fed Chairman Powell took flak for suggesting the Fed Funds rate is now neutral. The criticism isn’t warranted.
Forget Inflation, Think Recession
The arrival of ‘peak inflation’ is not sufficient to calm investor nerves when recession and falling corporate profits loom.
A Narrow Runway for a Soft Landing
History does not offer many examples of recession-free Fed tightening cycles. Will this be an exception?
Caution: Curves Ahead
Bond markets are signaling precarious conditions ahead. Investor should take note.
Slowdown Ahead
Investors continue to underestimate global GDP and earnings growth risks.
The Economic Consequences of War
The economic and market implications of Russia’s war in Ukraine will be profound.
Risk, Uncertainty and Markets
Even after recent market volatility, investors may still be underestimating the risks of Russia’s invasion of Ukraine.
Ways We Can Help
The defense of freedom requires action, no matter how large or small. Please consider a donation to help those suffering in Ukraine. We are
Ukraine: Implications for Investors
The invasion of Ukraine has near and long-term consequences for investors. It is not as simple as ‘buy the dip’.