Déjà Vu: The Debt Ceiling Showdown

Déjà Vu: The Debt Ceiling Showdown

Key Takeaways: We expect the debt ceiling to be raised in time to avoid a default – keep in mind that the media typically plays into the drama of it all to gain viewership. Our investment philosophy is to manage risk first, which we typically do through proper...
The Roller Coaster of Investor Emotions

The Roller Coaster of Investor Emotions

Key Takeaways: Market opportunities rarely present themselves in obvious ways but can typically be found when nobody else is looking for them. Historically, when investors pile cash into extreme rates, markets tend to do well one year later, as well as two years...
Are We in a Recession?

Are We in a Recession?

Key Takeaways: Although we may not be in a recession quite yet, the risk of one is high. Stock markets tend to bottom out and rebound during recessions. We are staying up in credit quality to avoid bond defaults and extending duration to position for when rates fall;...