by Charles Webb | Apr 8, 2023 | Market Related, Quarterly Commentary
Last year’s market selloff was almost entirely driven by the change in monetary policy by the Federal Reserve. Last year saw an unprecedented 7 rate increases totaling 4.25%. Those increases comprised the bulk of what the Fed needed to do to get inflation under...
by Charles Webb | Jan 17, 2023 | Quarterly Commentary
For most of the 2000’s, to varying degrees, the Federal Reserve has actively pushed interest rates down in the U.S. economy. These policies always started off as a response to some crisis at the time. Whether it be the tech bubble bursting, 9/11, the financial crisis...
by Charles Webb | Oct 14, 2022 | Quarterly Commentary
The stock market continued its decline this quarter, selling off another four percent since the end of June. As of September 30th, the S&P 500 was down 24.8% for the year. This puts stocks well into bear market territory which is defined as a 20% drop. Stocks were...
by Charles Webb | Jul 15, 2022 | Quarterly Commentary
The second quarter proved to be every bit as challenging for investors as the first quarter this year. 2022 seems to be the year when the consequences of a lot of poor policy decisions have come home to roost. Inflation and rising interest rates are the two main...
by Charles Webb | Apr 3, 2022 | Economic, Quarterly Commentary
U.S. equities closed out the quarter with their first quarterly loss in two years mostly due to soaring inflation, the Federal Reserve’s policy pivot and the war in Ukraine. Economic measures of inflation have now reached a 40-year high and are forcing the Fed to...
