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.
Equities were down for a second week in a row last week as investors digest the potential impact of the Omicron variant and recent testimony from Fed Chair Jay Powell. In our view, an inflection point for how investors value companies is potentially at hand. An accelerated tapering schedule lays..
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As is tradition, we pen our annual letter to the Fed.
Dear Santa Powell,
Happy holidays and Merry Christmas to you and the elves at the Fed! First off, congrats for being renominated for a second term by President Joe Biden. As investors we’re glad that we know you already (nominated to the Fed Board of Governors by President Obama and then nominated as Fed Chair by President Trump) and, more importantly, that you’ll continue to guide the path..
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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 Thanksgiving! So much of life is taken for granted. Most of us tend to just run through our daily routine without much thought to what a miraculous time it is to be alive. With vaccination rates still climbing and the game changing Pfizer antiviral medication (Paxlovid) coming in just a few..
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