The employment market continues to be strong in the United States and this is one of the factors we believe that has caused inflation to spike so strongly
As expected, the Federal Reserve increased interest rates but to a lesser degree than they might have if there was not a problem in the banking sector. Today
I am often asked if the Fed has telegraphed certain actions, why wouldn't we invest based on that stated future action? The answer is simple; the Fed changes
This special video update contains my thoughts on the Silicon Valley Bank collapse and how it affects our portfolio strategy. We are of the belief this is not
One of the key factors in inflation is the strength of the jobs market and the current state of unemployment. It’s one of the key factors we examine as we
Stocks have struggled lately as there is concern that the Federal Reserve will continue raising interest rates to combat inflation. The expectation was that
As the Federal Reserve fights to cool inflation, all eyes are on GDP growth as a key determinant as to whether or not the economy is overheating. You may ask
This past week I presented a DWM webinar on our perspective on 2023. In this discussion we covered the markets, economy, and our thoughts on future interest
As we expected, the Federal Reserve raised interest rates by 25 basis points, which indicates a belief that inflation is starting to slow. Recent numbers
The debt ceiling and the possibility of a recession are currently hot topics in the news. Listen to our views on both these topics in the video link provided
If you’re wondering why the markets have been rallying lately, it is likely because market participants are beginning to believe that it is possible we will
