Market Updates

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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
6.20.22

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
3.1.22

Monthly Market Update - February 2022

A little more than a month ago, we took steps to reduce our exposure to equity risk as the capital markets digested their nearly unprecedented runup since the pandemic nadir in March of 2020. Our feeling has been that signals of transient inflation..

Author:

Douglas Wilde

Monthly Market Updates
2.18.22

Monthly Market Update - January 2022

January is in the books, and it was a rough ride. The month-end numbers belie just how rough. There was nowhere to hide for investors as everything – equities, bonds, even digital assets were being indiscriminately dumped. But, that is also only...

Author:

Douglas Wilde

Monthly Market Updates
12.8.21

Chart of the Week for December 6th 2021

Through the end of November, the S&P 500 has delivered a robust 23.2% year-to-date total return, piling on to 2020’s impressive full-year 18.4% clip. On its face, such strong stock market results would seem implausible given the disruptive forces...

Author:

Douglas Wilde

Monthly Market Updates

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