Category: Market Commentary
Sep
2
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August 2022 Monthly Commentary
Powell’s Message: Curb your Enthusiasm for a Soft Landing August ushered in indications of inflation potentially peaking with housing market data decidedly slowing. However, labor...
Aug
5
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Hot Summer; Cooling Housing Market
It’s been an extremely hot summer in Texas and across the nation for that matter. I hope the heat nor air travel challenges and high...
Jul
11
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Can the Fed Engineer a Soft Landing?
Executive Summary Thus far, 2022 has been an investment bust. Stocks and bonds have sold off together—the more speculative the asset, the bigger the declines....
Jun
6
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Is Winter Coming?
This past week, a couple of high-profile CEOs issued ominous warnings about economic conditions ahead. Jamie Dimon, CEO of J.P. Morgan Chase, warned at an...
May
3
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March Commentary
At the opening of March, the Russian invasion of Ukraine was just a few days old. The civilian population of Ukraine has been brutalized. The...
May
3
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April Market Commentary
Throughout April, Russia became mired in Ukraine, and as horrible as it is, this conflict could drag on for some time. Inflation data continued to...
Mar
21
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Economic Insights with Barry Knapp
Economic Insights with Barry Knapp On Thursday, March 10th, 2022, we hosted economist and market strategist Barry Knapp of Ironsides Macroeconomics for an exclusive Zoom...
Mar
3
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February Month-End Commentary
February ended with the specter of Russia invading Ukraine. The aggression is jarring, and the communications out of the Kremlin alarming. Ukrainian’s resolve has inspired...
Feb
28
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Russia’s Invasion of Ukraine and the Impact on Global Markets
Thursday morning Russia expanded military operations in Ukraine unsettling investment markets. Thus far, equity markets have remained relatively orderly amidst the fluid situation. Unfortunately, the...
Feb
11
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Tom Brady, Great Resignation and the Risk of Retiring Early
Much ado was made about Tom Brady retiring from the National Football League recently with a record number seven Super Bowl titles and most all-time...
