INSIGHTS

Interested in following financial investment performance each month? Our team can help! We take time each month to review the markets, share insights, and offer useful information.

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Money & Politics

Money & Politics

The US Congress is working on a 3.5 trillion dollar package of spending programs and tax breaks to support a broader range of public investments.

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The Non-Invisible Hand

The Non-Invisible Hand

Another fascinating market dislocation is happening in the government debt markets of the financial economy. This supply and demand imbalance can affect prices on almost every asset, and is currently forcing long-term interest rates back down.

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Unpacking Inflation

Unpacking Inflation

The US stands at a critical juncture concerning the future use of the deficit. It can support popular social programs that add less direct productivity to the economy or invest in projects that can create immediate jobs.

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Expansionary Links

Expansionary Links

Increasing consumption and investment are trends when confidence is usually strong, and we have observed a positive sentiment shift recently in these areas. However, a shift to increased currency demand will put upward pressure on interest rates when the supply of that currency is fixed. Therefore, the latest interest rate increases may actually serve as an expansionary sign for the economy and a monetary system that is operating as intended.

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A Short Seller Squeeze

A Short Seller Squeeze

The GameStop situation illustrates not only the unique risks associated with investing in a single company, but also the manufactured risks that can result from the activity of traders and investor behavior.

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2020 in Hindsight

2020 in Hindsight

Despite the challenges that were unveiled in 2020, there are reasons for celebration. This was a year of massive scientific discovery and technological advance. In an extremely compressed time frame, the scientific community was able to produce a vaccine for COVID.

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Signals of a Recovery

Signals of a Recovery

Positive developments around a COVID-19 vaccine were recently released which bolstered stocks and steepened the curve of government yields. A highly effective vaccine is expected to restore confidence and improve nominal growth.

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