The Year of the Three Elephants
March 2, 2023 – Given how the markets began the year, you might suspect all is fine worldwide. Stocks were up, bonds were up, energy prices had stabilized, and inflation appeared to be abating. Yet we are far from being out of the woods and, in fact, likely to have another rough period ahead of […]
As Summer Comes to an End
By David Matias August 26, 2022 – As the summer of 2022 comes to an end, the world looks like it is slowly turning upside down. Drought, war, pandemic, epic heat waves, and inflation are all in the headlines and on our minds. The confluence of these events is not entirely coincidental, nor are some […]
Tapping the Breaks
By David Matias June 28, 2022 – It was a brutal week in the markets — all of the markets. While a decline in stocks has been percolating for months, it is painful to experience a decline across all asset classes. As with all bull markets, it isn’t a debate about whether it will end, […]