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Tuesday, November 23, 2021

The announcement took longer than expected, but President Biden nominated Jerome Powell for a second term as chair of the Federal Reserve. It was largely expected that Powell would be renominated, but some doubts crept into markets...

Monday, October 4, 2021

The first two quarters of 2021 were great for global equity markets. The third quarter saw the rate of ascent in equity markets slow in some...

Tuesday, September 21, 2021

The debt problems at China Evergrande Group, a large Chinese real estate developer, were the ostensible trigger for a cumulative five percent...

Monday, August 23, 2021

The S&P 500 is near its all-time closing high despite COVID-19, job losses, and a severe, brief recession. There are several contributing factors that may be transitory in nature. Easy monetary policies at home and abroad have helped...

Friday, July 2, 2021

The second quarter saw strong equity gains in the United States and overseas. The S&P 500 rose 8.17% and is now up an impressive 14.41% through the first half of 2021. The small and mid-capitalization stocks rose less than the S&P 500...

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Friday, June 11, 2021

Lately we have been getting similar questions from clients regarding interest rates and inflation. Below are our abbreviated responses to these questions but please contact us if you would like to have a deeper discussion on these or...

Thursday, May 6, 2021

Equity markets powered higher in the first four months of 2021, adding to the strong returns in 2020, despite a once in a lifetime pandemic. This led to a swift unprecedented rise in unemployment, a service economy that was decimated...

Monday, April 5, 2021

Equities recovered from their March 2020 plunge to generate strong returns last year. Bond markets rallied strongly though August 2020 before stabilizing and generating solid annual returns. The first quarter of 2021 saw the returns...

Thursday, March 18, 2021

The House of Representatives passed a $1.9 trillion bill known as the American Rescue Plan on March 10, 2021. The level of vitriol seems to have fallen on both sides even if the era of hyper-partisanship continues. All but one of the...

Tuesday, February 16, 2021

As most people know by now, GameStop shares experienced a meteoric rise in January before crashing back to earth. Retail “investors” on a Reddit message board tried to initiate a short squeeze on the heavily shorted stock....

Tuesday, January 5, 2021

2020 was a year for the history books. COVID-19 created a pandemic unlike any we have seen in the last 100 years. Fatalities from COVID-19 in the United States and globally are now estimated to be in excess of 340,000 and 1.8 million,...