Referencing the cause and effects of significant events over the past several years that have impacted the markets, Dr. James Thorne, Chief Market Strategist at Wellington-Altus Private Wealth, maintains his stance that despite the noise, everything is going to be fine in 2023.
After the 1994 midterm elections, gridlock was confirmed and inflation fears subsided. The next year, the Fed cut rates, and risk assets appreciated. The recent Consumer Price Index (CPI) data points to 2023 reversing the inflation shock, interest rate shock, and growing fears of 2022.
October 19, 2022 Never Let a Good Crisis go to Waste Download this PDF here. “…you will ruin fifty thousand families, and that would be my sin! You are a den of vipers and thieves.” — President Andrew Jackson, 1836 In a recent article, Economist Bradford DeLong, shares a conversation
Quarterly Investment Insights – September 2022 Click here to read the full article
September 9, 2022 Passing the Peak Sagitta of the Inflation and Rate Expectation Arcs in 2022 Download this PDF here. “Let us do something while we have a chance! It is not every day we are needed.” — Samuel Beckett, Waiting for Godot Investors are waiting for their own Godot
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