Tricky Recipe

Tricky Recipe

You’ve probably noticed the volatility wreaking havoc in the markets over the past few weeks. To understand what’s going on, let me tell you a story. Imagine you are inside a fancy restaurant, waiting for your meal to be prepared. While you wait, you can watch the...
The Recession Question

The Recession Question

If I wanted to see if it was raining in, say, Zimbabwe, all I’d have to do is load my favorite weather app and I’d know within seconds.  Similarly, if I wanted to find out if the Dallas Cowboys won last night, all I’d have to do is fire up Google. But if I wanted to...
The Bear is Back

The Bear is Back

On Monday, June 13, investors began the week by digesting a new spate of bad – albeit familiar – news: Inflation continues to surge.  In response, the markets sank swiftly and sharply, pushing the S&P 500 officially into bear market territory.1  (A bear market, as...
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