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.

Check out past market reviews below, or sign up to get them delivered to your inbox monthly!

Finding Market Clues

Finding Market Clues

Big media has refocused coverage on the new coronavirus variant. Research in the pharmaceutical industry is already underway to obtain the gene sequence of Omicron. As a result, vaccines and booster shots will likely soon come with an antibody to...

read more
Aggregate Demand Is Hot

Aggregate Demand Is Hot

The economy's real growth supposedly slowed down to a tepid two percent annualized rate in the third quarter. However, the markets thought the annualized rate would come in above two and a half percent so, when it didn't, investors took action, and...

read more
Corners of the Marketplace

Corners of the Marketplace

Marketplace valuations have reached new heights, and interest rates have revisited lows. So naturally, it is normal to experience more uneasiness and weariness around the limits of financial returns, creating heightened awareness in all those...

read more
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.

read more
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.

read more
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.

read more
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.

read more