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Inflation – The Real Deal

Posted on: October 7, 2021

This time inflation concerns are the real deal. For over 20 years economists have been signaling inflationary fears to no avail, but now the perfect storm has formed and nothing can stop what is coming

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Year End Targets Raised Again

Posted on: September 29, 2021

Pullback, what pullback? While choppy markets are to be expected, especially while global growth and earnings have slowed somewhat, we’ve actually raised our year end targets for North America – marking the second increase this year.

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Expect Volatility But Not The End

Posted on: September 21, 2021

After a little summer hiatus, the team is back to address the growing concerns that what goes up must come down

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Perspective Matters

Posted on: September 14, 2021

Does the current strength year-to-date point to a bumpy END in 2021? Another strong market finish in August has investors concerned with respects to historical performance patterns. Our research shows when YTD performance through August falls in the 80-100th percentile, like it has this year, US stocks rise an additional 4.3% on average, in the last 4 months of the year with gains occurring ~85% of the time.

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