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Investments & Economy The Week Ahead Grow

The Week Ahead – Hold Your Horses!

By | 1/24/22 10:35 AM Brett Dulyea, CFA, CAIA
| 1/24/22 10:35 AM

Welcome to “The Week Ahead” where we take a moment to provide our thoughts on what we can expect in markets and the economy during the upcoming week.

Hopefully everyone had a nice weekend. I went horseback riding with the family in the Hollywood Hills on Saturday. I had not been on a horse in nearly forty years. The weather was absolutely gorgeous, giving us incredible views of Los Angeles all the way out to the ocean. The horses were very..

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Investments & Economy The Week Ahead Grow

The Week Ahead – The Elephant in the Room

Welcome to “The Week Ahead” where we take a moment to provide our thoughts on what we can expect in markets and the economy during the upcoming week. 

Equity markets saw further losses last week, following signals from the Fed that implied a rate hike in March should be expected. With inflation pushing to a 40-year high and retail sales coming in below expectations, market participants are now looking beyond the expected interest rate move..

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Investments & Economy The Week Ahead Grow

The Week Ahead – Stay Positive, Test Negative

By | 1/3/22 9:24 AM Brett Dulyea, CFA, CAIA
| 1/3/22 9:24 AM

Welcome to “The Week Ahead” where we take a moment to provide our thoughts on what we can expect in markets and the economy during the upcoming week.

Happy New Year!

I do not always set New Year’s resolutions, but this year there is one that I want to share. I resolve to be increasingly discerning of my media diet. The entire business model of corporate news and social media is to keep eyeballs glued to screens. It turns out the best way to..

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