A Repricing of Expectations»

April 17, 2024 –

Just as market strategists held a strong view at the beginning of 2023 that the year would bring an economic recession, 2024 began with a consensus that the economy would…

The Perils of Groupthink»

January 17, 2024 –

To the delight of skiers, recently Santa Fe has been inundated with a series of snowstorms, dumping about 4.5 feet of fresh powder on the local ski hill. As I…

The Yield Curve and Bond Strategy»

October 11, 2023 –

Given recent downward moves in both stock and bond markets and the many fears that have dominated financial headlines in 2023 (see our Q3 commentary “Yet Again, the Sky Does…

Yet Again, the Sky Does Not Fall»

July 19, 2023 –

It is probably fair to claim that the three things most people care most about, in no particular order, are their health, their loved ones, and their financial security. Given…

2008 Redux?»

April 13, 2023 –

Volatility returned to financial markets last month in the wake of the second and third largest bank failures in US history (Silicon Valley Bank [SIVB], and Signature Bank [SBNY]), followed…

Now There is an Alternative»

January 18, 2023 –

2022 marked the end of a 14 year old monetary policy experiment, during which the Federal Reserve (and other major central banks) generally held short term interest rates close to…

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