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Market & Macro Musings

HomeMarket & Macro Musings
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15 September 2023
Market & Macro Musings
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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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02 August 2023
Market & Macro Musings
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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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13 June 2023
Market & Macro Musings
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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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20 March 2023
Market & Macro Musings
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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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06 February 2023
Market & Macro Musings
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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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21 January 2023
Market & Macro Musings
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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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