Insights

Market Outlook and Views of the Economy

Read about our thoughts on the market and how we are positioned to take advantage of future opportunities

10/21/2021

Delayed Demand, Inflation, and Political Uncertainty

3rd Quarter 2021 firm commentary

7/21/2021

Interest Rates and Vaccination Rate Volatility Brings Buying Opportunities

Inflation fears and stalling unemployment have led to a volatile market, presenting buying opportunities for quality companies

6/4/2021

The Importance of Pricing Power

Inelasticity of Demand and Pricing Power Reduces Inflationary Pressures

4/19/2021

Speculative Assets Make News, Cyclicals Make Returns

Interest rate movements are causing a broad value rotation as the 10-year Treasury Rate rose 87%

1/23/2020

2021 Market Commentary

The Great Lockdown resulted in a 31.4% decrease in annualized US real GDP in the second quarter. This, however, marked the bottom of the recessionary trough with real GDP rebounding 33.4% in the third quarter.

10/20/2020

The Great Value Rotation

The work from home displacement caused by the Covid-19 pandemic has led to a peak in the Price to Earnings ratio of the Russell 1000 Growth...

6/15/2020

2nd Quarter 2020 Commentary

During the 2nd Quarter of 2020, the market........

6/4/2020

Rise of the Quarantined Day Trader

The COVID-19 lockdowns and zero commission brokerage accounts.....

5/5/2020

Not All Dividends Are Created Equal

When searching for “quality” long-term investments, some of the most important and easily quantified measurements are those....

3/28/2020

COVID-19 Update

The first four days of the week of March 23rd.....