Inflation Protected Treasury Securities (TIPS) – A Consideration When Everything Hurts The markets are being hit with a combo of high inflation, rising rates, and an economy that is expected to slow further. Therefore, cash is losing value due to inflation, bonds are...

The Dollar is Ripping, And Foreign Firms Take Advantage International trade is highly sensitive to currency rates. Foreign manufacturers and American firms share a highly competitive global marketplace. This is evident now; the dollar is 12.4% stronger against a...

Investors like valuations, but market instability dampens their appetite A recurring theme of multi-month bear markets is the tension between attractive intrinsic valuations (upside) vs. external headwinds from policy makers, macroeconomic variables, and in the...

  You’ve got to know when to hold ‘em, know when to fold ‘em, know when to walk away… by tracking performance and adjusting expectations! Over the past few weeks, we have presented several investment strategies with different tilts: Pure upside for bulls...

What if the Market Has a Case of the Hiccups? A picture is worth a thousand words. For investors active in the 2007 to 2009 period, the memories of multiple head-fake rallies are still vivid – as a number of those were followed by a down-leg over 18 months. Current...

High Quality at a Rare Discount One of the few silver-linings of a market correction is finding the rare occasion for investors to pick stocks of high-grade, well run industry leaders at a valuation discount. Investors with a positive view of the market and appetite...

Is inflation done, or is there more coming? Stocks have had a dreadful 2022. A mostly unanticipated and stubborn surge in inflation triggered the Fed to tighten, hiking rates, and unwinding its asset purchase programs. What investment strategy works to avoid having to...

Do You See Stocks Rebounding This Summer? Equities have had a long and grinding bear market since the start of the year, with the SP500 giving up 14.6% to date. As most selloffs, there are multiple plausible catalysts for this – the inflation surge and subsequent...