From the Trading Desk: Peeling Off the Interest Rate Band-AidFederal Reserve Chair Jerome Powell began his Semiannual Monetary Policy Report to Congress on March 7 thby acknowledging the hardship and…Mar 13, 2023Mar 13, 2023
A Disciplined Approach to Getting Back in The MarketStock markets are off to a strong start in 2023 following a dismal performance in 2022. Notwithstanding sharply higher interest rates and…Feb 16, 2023Feb 16, 2023
What is the Value of Anything?I was reminded of this question earlier in the week when Jamie Dimon, the CEO of JP Morgan Chase, announced that the value of bitcoin is…Oct 15, 2021Oct 15, 2021
Harnessing Climate Change with a Trend Following HedgeWith the recent bout of devastating weather events including drought, frost, fires, flooding and heat, we are reminded of the potential for…Sep 23, 2021Sep 23, 2021
From the Trading Desk: Another Stock Rebound?The CPI figure of 0.3% was lower than the estimate of 0.4% and significantly less than the 0.5% reading posted in July. The…Sep 16, 2021Sep 16, 2021
Leverage the ProcessOne day history will be written surrounding the pandemic and the financial markets, for now, the story is still unfolding. A recent Wall…Apr 28, 2021Apr 28, 2021
Time to Revisit Buy and Hold?We are all influenced by early experiences in our careers. I think in the financial services industry this rings especially true. I joined…Sep 18, 2020Sep 18, 2020
Should We Invest With The Trend?“The trend is your friend except at the end where it bends.” — Ed SeykotaJul 9, 2020Jul 9, 2020