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Commentary July 2023 – Déjà vu from 2000

The first quarter of 2023 had markets driven most dramatically by US interest rates, their repercussions, and whether the US Federal Reserve would pivot from an interest rate increasing phase to an interest rate decreasing phase. Bonds and Interest Rates

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Commentary April 2023 – Will The Fed Pivot

The first quarter of 2023 had markets driven most dramatically by the US interest rates, their repercussions, and whether the US Federal Reserve would pivot from an interest rate increasing phase to an interest rate decreasing phase. Bonds and Interest

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Commentary October 2022 – Interest Rate Increases Start Cooling the Economy

During the summer we saw the first shoots starting to appear of interest rate increases reducing the extreme intensity of inflation and thus beginning to cool off the economy.  More fading of high single digit inflation is likely around the

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Commentary July 2022 – Central Bankers Start Taking Inflation Seriously

This quarter, as inflation continued to thrust forward, the US Federal Reserve aggressively raised interest rates to try to get their inflation-busting measures back on track after being caught off-guard earlier in the year.  The only major sign of relief

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Commentary October 2021 – beyond Delta

This summer’s markets were initially driven primarily by concern regarding the potential impact of the Covid Delta variant worldwide. As summer turned to fall the Delta variant’s fade gradually became clear and the dominant factor shifted to supply chain bottlenecks

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Rainmaker or Storm-maker? Is this roller coaster coming from Trump?

Recently we in the investment world have been coping with the uncertainty related to the combative trade negotiations between the USA and China. When faced with the Trump regime’s caustic approach to trade negotiations, other nations (e.g. Canada and Mexico)

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Buffett and Gates on Success

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