October 2021
Dear Clients and Friends, October saw stock markets bounce back from their first meaningful loss in a year to post a strong gain of over 5% while intermediate and long ...
Read MoreMARKET RESEARCH
Proper Presents “Dark Corners”: Trouble in the Repo Market
The repo market has been stressed recently and the Fed has had to step in and inject a lot of capital to help alleviate the problem. But they ...
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December 2018 Market Update & Outlook
Monthly Recap December saw a return to volatility following November's relative calm with the S&P 500 dropping just over 9%. December's fast and furious drop has lead a lot of ...
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There Have Never Been So Many Bonds That Are Almost Junk
That was the name of a recent article that appeared in the Wall Street Journal. The amount of BBB rated bonds, the lowest investment grade rating before junk status, ...
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August 2018 Update
Monthly Recap August was an extraordinary busy month with Senator John McCain's passing, Musk tweeting about taking Tesla private with the help of Saudi Arabia, Turkey and Argentina continuing to ...
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July 2018 Update
Monthly Recap It was another busy month indeed with GDP reported, continued trade wars/rhetoric and the first $1 Trillion company in history. To recap, below are bullet points of the important ...
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June 2018 Update
Monthly Recap It was another busy month with continued talks of trade wars. To recap, below are bullet points of the important and noteworthy events that occurred in June. The ...
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May 2018 Update
Monthly Commentary May was an incredibly busy month and another signal that volatility (geopolitical and market driven) is here to stay. Turkey, Argentina and Brazil appear to be heading for ...
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