He’s here!

He’s here!

The return of the Fed Tapir at long last – October 2021 After the pandemic clobbered the market and the economy locked down last year, the Fed...

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Here we go again

Here we go again

Reaching for a little extra yield in your “safe” asset class.  Somehow that has always appealed to some investors who are not satisfied with the...

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Inflation

Inflation

There is good news and bad news.  Good news is about progress against COVID.  As of today, over 60% of US adults have had at least their first dose...

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Rotation and Reopening

Rotation and Reopening

The rotation continues The first quarter of 2021 saw more of the so-called “rotation” into small and value stocks that started last November with...

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The Rotation Trade

The Rotation Trade

The so-called “rotation trade” continued into early February, after a strong Q4.  This term refers to the market “rotating” from large growth/big...

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