Market Updates

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9.30.22

Monthly Market Updates - Q3 2022

Sometimes information in the market is coming so quickly that it is stale by the time you write about it. The end of Q3 was clearly not the end of a fast moving story, much less a chapter, so we again hit ‘pause’ on the newsletter...

Author:

Douglas Wilde

Monthly Market Updates
8.31.22

Monthly Market Updates - Late Summer 2022

In this late-Summer edition of our newsletter, we are going to take a look at the July rally and its precedents in historical bear markets, and then later in the newsletter step through the looking glass and reflect (pun very much intended) on a...

Author:

Douglas Wilde

Monthly Market Updates
7.22.22

Chart of the Week for July 22, 2022

The growth in the US money supply is decelerating rapidly, which is problematic for the economy and capital markets. To be absolutely clear, the money supply itself is not shrinking – the rate of growth is. It is no secret that the...

Author:

Douglas Wilde

Monthly Market Updates
6.30.22

Chart of the Week for June 30th, 2022

This chart comes to us from a Bloomberg article citing their proprietary US sell-side stock analyst ratings which have not been more bullish since 2002 (their scale is 1 to 5 with 1 being equivalent to a “sell” recommendation and 5 a “buy”). On the..

Author:

Douglas Wilde

Monthly Market Updates
6.30.22

Monthly Market Updates - Q2 2022

Q2 of 2022 came to a close, ending a poor first half for US markets not seen since 1970. The difference this time may be there is little that would give reason to believe we will experience a second half rally like the market enjoyed in ’70. The...

Author:

Douglas Wilde

Monthly Market Updates
6.20.22

Chart of the Week for June 20th 2022

Juneteenth There is so much brilliant historical and current writing on the significance of this day that we eagerly defer to the scholarship around it for the authoritative sociopolitical and historical view. Our business is of course investing...

Author:

Douglas Wilde

Monthly Market Updates
6.10.22

Chart of the Week for June 10th 2022

We have a new CPI print today which sent markets into a week-ending nosedive. 8.6% for May puts inflation for consumers near where it was in 1981 before the Volcker Fed cranked rates to an eye-watering 17+%. For as painful as rate increases are...

Author:

Douglas Wilde

Monthly Market Updates
6.2.22

Chart of the Week for June 2nd 2022

What’s up with gas? Inflation is everywhere, but it is hard to normalize when we are having the breakfast table conversations about how much prices have climbed. Our shopping carts are different from each other’s and aren’t always consistent from...

Author:

Douglas Wilde

Monthly Market Updates

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