Should We Ignore Crowd-Think?
In the investment world, following the crowd can be hazardous. We seem to be at one of those inflection points where this piece of market wisdom may hold true. Howard Marks, who I would say is one of the savviest investors out there recently quipped, “this just in, you can’t take the same actions as […]
We Are Trying to Look Beyond a FedDriven Year
Inflation, interest rates, and the Fed have been the driving forces behind the market in 2022. These factors broke a number of trends that have influenced portfolio decisions over the past several decades, creating an uncomfortable investment environment. This has kept many investors guessing at what might come next, leading markets to swing back and […]
Bad News is Good News
Can we please just get some bad economic news? Given the markets’ hyper focus on inflation data, we are entering a prolonged period of bad news is good news. Particular attention is being paid to any employment numbers. These run the gambit of weekly jobless claims to job postings. What the markets want to see […]
Game of Chicken
There is a lot of gloom and doom seeping into investor psychology at the moment. While much of that anxiety is well founded, some is grounded in hyperbole. Navigating through so many data points, from war to inflation, can really shake any sound investment plan, so it’s important to focus on what we believe are […]
