Headlines and Happenings
News & Updates from the Partners
Tyler and Josh recap the first two weeks of 2022, and discuss the dramatic shifts in markets that began the day after Thanksgiving.
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Published on // January 14, 2022
E-News January 14th “Value: Time to Shine?”
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Published on // December 01, 2021
E-News December 1st “Market Volatility: Is it Back?”
Tyler and Josh highlight the last week’s double-negative surprise, the reversal in small caps, and the treasury rally.
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Published on // November 17, 2021
E-News November 15th “Answering Inflation Questions”
Tyler and Josh discuss inflation, and discuss implications for our client portfolios as well as the factors driving our investment allocation decisions.
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Published on // October 28, 2021
E-News October 28th “More of the Same”
Tyler and Josh reiterate what seems like the constant theme of 2020: a resurgence of the reflation trade, rising short-term yields, and the redefining of “transitory”.
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Published on // October 15, 2021
E-News October 15th “Q3 Earnings and Rotations”
Tyler and Josh highlight the kick-off to third quarter earnings season, stellar retail sales numbers, and the ongoing underlying rotation.
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