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    Recession Investing: Reevaluate? Reallocate? Or Hold Fast?

    Thursday, March 09, 2023

    Recession Investing: Reevaluate? Reallocate? Or Hold Fast?

    The economy and the stock market are not one and the same, but they can be intertwined. Here are some important moves we think investors should consider during recessionary periods.

    Recession Obsession: How Scared Should Investors Really Be?

    Wednesday, February 22, 2023

    Recession Obsession: How Scared Should Investors Really Be?

    For investors, a recession’s bark may be bigger than its bite. Find out how you can zoom out from the headlines, resist the fear-mongering, and approach a recession with more confidence as an investor.

    Is Globalization Dead? (And Why You Should Care!)

    Friday, February 03, 2023

    Is Globalization Dead? (And Why You Should Care!)

    Why would a fire in a mine in South America three months ago cause the refrigerator you just ordered to be back ordered? Or why did COVID cause the price of beef to skyrocket? Even more perplexing,...

    Did Last November’s 5% One-Day Gain Signal We’ve Hit Bottom?

    Friday, January 06, 2023

    Did November's 5% One-Day Gain Signal We’ve Hit Bottom?

    On November 10, 2022, the S&P 500 gained 5.54%, the largest rally since April 2020. This jump prompted several clients to ask if the market had finally reached the bottom. Of course, we’d love to...

    Does Unionization Mean You Should Expect Lower Returns?

    Friday, January 06, 2023

    Does Unionization Mean You Should Expect Lower Returns?

    “[L]aymen and economists alike tend, in my view, to exaggerate greatly the extent to which labor unions affect the structure and level of wage rates.” – Milton Friedman1 Apple.* Trader Joes.*...

    Is a Strong U.S. Dollar Good or Bad?

    Friday, January 06, 2023

    Is a Strong U.S. Dollar Good or Bad?

    The U.S. dollar is flexing its muscles. So far this year, the U.S. Dollar Index, which tracks the dollar against six other currencies, has gained 15% and is near a 20-year high.1 So, is a...

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