by Lori Eason | Jun 19, 2019 | Quarterly Commentary
In normal times, which we haven’t seen in over a decade, the markets would look at unemployment solidly under 4%, GDP above 3% and inflation around 2% and think the Federal Reserve is surely leaning towards a neutral or maybe even tighter monetary policy. After all,...
by Lori Eason | Mar 19, 2019 | Quarterly Commentary
One of the more comical images is the crowd at a tennis match; hundreds of people swinging their heads in perfect unison for hours. Synchronized swimming has never been this coordinated. This image comes to mind when I watch the daily financial news on TV. The pundits...
by Lori Eason | Dec 18, 2018 | Quarterly Commentary
In our last newsletter titled “The Christmas Bear”, we outlined the issues that we felt were driving the high levels of volatility in the stock market recently and shared our thoughts on how those may play out in 2019. That was only three weeks ago and now we’ve had...
by Lori Eason | Dec 17, 2018 | Quarterly Commentary
The past few months have been less than kind for stocks, but December has been outright awful. As with any newsworthy selloff, the pundits have been attributing this to a whole host of reasons. With all the volatility and bad news, it’s easy to get overwhelmed trying...
by Lori Eason | Sep 18, 2018 | Quarterly Commentary
We’ve been saying for a while that one of the big headwinds facing the stock market was going to be higher interest rates. But despite strong economic growth, falling unemployment and the Federal Reserve tightening monetary policy, interest rates have been stubbornly...
