by Barry Napp Our 2022 outlook note was titled Inflation Politics & Policy and began with a section titled “liquidity trickle”. In retrospect we got the effect of the reversal of excessive liquidity in ‘21 on markets correct, and while we expected higher fiscally driven inflation and a higher terminal policy rate than consensus, we underestimated the Fed’s response in the…
Larger narrative is Fed “disinflation” is a massive course correction. Strong Jan equity returns borrowing from Feb, but dip...
When momentum develops, it can become a driving force greater than fundamentals and rational considerations. Such was the case...
Bears from 2009-2021: “A crash is coming!” Bears in 2022: “I told you so!” ~Douglas Boneparth NOBODY...
Investors are hopeful that April proves a better month for equities than did March and after closing out a...
“Markets are constantly in a state of uncertainty and flux and money is made by discounting the obvious and...
Welcome to this week’s State of the Markets. Please click the following link to review this week’s SOTM. In this week’s episode, we record live on...
Humans are addicted to doomsday narratives. I’ve noticed that sometimes people WANT things to be worse than they are,...
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