When will the Federal Reserve Pivot?
“If you don’t have price stability, the economy is really not going to work the way it’s supposed to.” ─ Federal Reserve Chairman Jerome Powell, June 2022 At the end of May, the year-over-year inflation rate reached 8.6%, its highest level recorded since 1981. Due to...
Investing During Interesting Times
“It’s no wonder that truth is stranger than fiction. Fiction has to make sense.” ─ Mark Twain Usually, when we write our quarterly investor commentary, we perform a deep dive analysis into one particular subject that offers long-term investment relevance for our...
How Investors Can Prepare for the Effects of Inflation
Despite Federal Reserve Chairman Jerome Powell’s recent prediction of a cooling in rising consumer prices early next year, we believe investors should begin preparing for long-term inflation risks. The Federal Reserve has already communicated that it is...
