Outlook2020-11-10T09:10:44-05:00

Monthly Newsletter – November 2022

By |December 5th, 2022|

“Titan” by Ron Chernow is a titanic book about John D. Rockefeller, the richest man in the world 100 year ago. David recently waded through the 800 pages and found that it painted a terrific portrait of a very unusual man, and a very unusual period in American history. He found that there are lots of lessons to be learned from his life, and many of them seem particularly relevant right now.

Monthly Newsletter – May 2022

By |June 6th, 2022|

During May, the outlook for interest rates and inflation continued to rise, consumer demand weakened, supply chain constraints appeared to be getting worse, and the Ukraine/Russia conflict showed no sign of ending. Despite headlines that are certainly not improving, the S&P 500 ended the month exactly flat, and the technology-heavy NASDAQ was down just 3%.

Monthly Newsletter – April 2022

By |May 2nd, 2022|

Usually, when the stock market is having a bad period, as it certainly is now, investors can take some comfort in the fixed income part of their portfolio. They know that returns on fixed income are lower over time, but at least the capital is protected and yields are predictable. Usually. The last six months have seen the biggest drop in the bond market in history.

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