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Returns in Times of War

A little over a month ago, Russia invaded Ukraine; surely stocks are down and bonds are up since then, right?  Not quite.   The information provided is for illustration purposes only.  It is not, and should not be regarded as … Read More

Unpacking Recent Market Moves

BY BRENDAN WAGNER, Portfolio Manager The Russia-Ukraine situation is of course top of mind for humanitarian reasons, but in this note we also explore other reasons for market moves in the first two+ months of 2022. Market expectations of aggressive … Read More

Supply… Meet Demand

In a world that an Economist understands, and appreciates, is where “supply” meets “demand.” Where these two intersect, in said Economist’s world, is perfect harmony for a free market. Which happens to be what the United States is. More specifically, … Read More