We live to shake up the industry. Welcome to our blog– here’s what we’re thinking.
In the span of just a few days, cryptocurrency exchange FTX – the world’s third largest cryptocurrency exchange with more than 1 million users – filed for Chapter 11 bankruptcy. A few days later, cryptocurrency lender BlockFi announced that it was “not able to do business as usual” and paused…
The third quarter of this year started out so promising. After the worst first half since 1970, the S&P 500 rallied 17.4% from its June 16 low to its August 16 high. But stronger-than-expected inflation reports, and a hawkish Fed proved to be too much for the market, and the…
Elon Musk – the world’s richest person – recently announced that he was pulling out of his agreement to buy Twitter (good luck!), saying that there was a lack of information about the number of Twitter users made up by bots. In a letter sent to Twitter, Musk said that…
Don’t let public perceptions drive your investing because that’s speculating. On May 4th, the Federal Reserve raised interest rates by 50 basis points and scaled back other pandemic-era economic support, as it stepped-up its fight against the highest inflation we’ve seen in 40 years. “Inflation is much…
Traditional investing, frequently coined a “buy and hold” investment strategy, incorporates a mix of assets that create a portfolio of investments. This portfolio of assets generates an expected return given an investors’ risk profile. We refer to this type of investing as Strategic Asset Allocation (SAA). At the core of…
Wall Street has little recent history to go from, but two things are very likely. Starting in late 2021 and throughout all of 2022, Wall Street has debated what markets might do if Russia invades Ukraine. On February 11, Jake Sullivan, the White House national security adviser, warned that Russia…
The S&P 500 rallied 26.9% in 2021, thanks in large part to record earnings revisions, the strongest economic growth in decades, and unprecedented stimulus from the Federal Reserve. Those conditions will almost assuredly not be as market friendly in 2022. Earnings growth should slow to single digits, real GDP could…
The Federal Reserve has had two main objectives since its creation. One includes maintaining full employment in the economy and stable price levels. Another not-so-common job the Fed is tasked with is acting as the lender of last resort. In a nutshell, the Fed stands ready and willing to prevent…
Cryptocurrencies have garnered much attention in the financial world in the past few years as their adoption has increased by investors and institutions. It’s safe to say that cryptocurrencies have reached the mainstream; if you have invested money at some point, you have probably heard of or had a conversation…
The U.S. equity market hit all-time highs during the first quarter and several non-U.S. markets joined the march upwards, including the Canadian and European equity markets. Additionally, the S&P 500 gained 5.8% in Q1 and its trailing 12-month gain was 53.7%, the strongest gain in the post-war period. Alternatively, bonds…