Market & Macro Musings
Looking Back To See The Future: Resetting Investor Expectations
Blessed is he who expects nothing, for he shall never be disappointed
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Market & Macro Musings
Irrational Optimism: Reminders From The Dot-Com Bubble Era
Bull markets are born on pessimism, grown on skepticism, mature on optimism, and
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Market & Macro Musings
US Equities Are Having A Great Year…But You May Not Have Noticed
Major U.S. equity indices are all in positive territory this year, and while
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Market & Macro Musings
Distress In The Banking Sector: A Needed Adjustment In Risk Appetite
After an unexpectedly strong market performance in January, market sentiment refocused on the
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Market & Macro Musings
What A Great Year 2023 Was For Investors…Wait, What?!?!
The market rally that began last fall continued into the new year, with
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Market & Macro Musings
A Global Approach To Equity Exposure Is Prudent As We Look Ahead to 2023
Global economic growth is facing headwinds. The conflict in Ukraine, persistent global inflationary
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