This week we want to discuss the recent decision by the Biden administration to release approximately 180 million barrels of oil from the Strategic Petroleum Reserve—why are they doing this, what will be the impact and the potential risks involved.

We monitor many different data points to determine the vulnerability of equity markets.  One of those items is the buying or selling done by insiders—people that have information on companies beyond what is given to the public.  Insiders can be

The last several weeks, there has been a lot of chatter over the looming potential government shutdown and debt ceiling resolution. We thought we would spend this week reviewing each separately and their potential effects on investment markets. We will

This week we wanted to discuss a question that almost every investor has faced, or will face, in their lifetime – “I have a lot of capital gains in investment XYZ, should I sell?” We’re not talking about whether investment

This week volatility came back after nearly a month of very calm markets.  The VIX (the volatility index) jumped from 15 to nearly 21.  Most of this was driven by two key factors.  First, the Federal Reserve met this week

This week the Bureau of Labor Statistics (BLS) released the Consumer Price Index (CPI) calculation for April.  Many looked at the headline inflation number of 4.16% and panicked.  Stocks and bonds sold off in the first three days of the

In our February 19th note we discussed the current unfavorable risk/reward in High Yield Bonds. This week, however, we are going to talk about the private credit markets. First, it’s important to understand some of the basics of a corporate

Normally at this point in the economic cycle, investment managers would be transitioning fixed income portfolios to more risky investments in junk bonds.  This week we would like to highlight why we haven’t done that and discuss the current risk

With the recent Democratic sweep of Congress, fears of inflation have elevated in financial markets.  Every day on the financial news, someone is arguing that we will soon be faced with runaway inflation due to reckless fiscal and monetary policies. 

This week we wanted to discuss a topic that has been on the mind of some of our clients. Qualified Opportunity Zones (QOZs) and 1031 Exchanges. Quite simply, these two vehicles are methods of deferring, reducing, or eliminating capital gains

We’ve been trying to learn as much as possible about the new Covid-19 vaccines and how they might impact the economy going forward.  The science is fascinating.  For years, scientists have been dreaming of using messenger RNA (mRNA) to combat

This week we want to dig into the energy sector.  This is an industry that is universally despised today.  This is in large part due to the fact that the energy component of the S&P 500 has underperformed the broader

We’ve had some interesting discussions about inflation this past week and wanted to share a bit more on this topic.  This week we want to discuss the impact of inflation on stock prices and returns.  Many assume without looking at

This week we want to briefly discuss a topic that many people have been asking about – Inflation.  This is an enormously complex topic with so many moving parts, so we can’t really do it justice in a Weekly Thoughts

This week we want to highlight the US banking system and the potential for good long-term returns in this space.  While many sectors of the stock market have shrugged off fears of recession, the large banks continue to trade at

This month has been historic for global financial markets.  A combination of extremely high equity valuations in the US, spreading panic due to the coronavirus and an oil price war between Saudi Arabia and Russia have created the fastest market