Weekly State of the Market: A Set Back or Derailment?

Research Reports

Humans are addicted to doomsday narratives. I’ve noticed that sometimes people WANT things to be worse than they are, so their neuroticism and paranoia will be vindicated. But this perspective is not conducive to successful investing! If you would like to watch our Weekly State of the Market video, please click the provided link. Reminder,…...

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Pantheon Macro: U.S. Economic Monitor

Research Reports

Stepping back from the January noise, the trends in core economic activity data are discouraging. It’s unrealistic to think that the full hit from the Fed’s actions have already worked through the economy. Existing home sales have hit bottom and likely will rise a bit in Q1, but prices have a long way to fall.…...

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