Street Savvy

Somewhat surprisingly, there was an absence of meaningful global trade news during the period...

While part of the catalyst was the New Year enabling certain market participants to return, the real driver was Fed Chair Powell’s speech last Friday...

Market momentum has decelerated somewhat over the last week...

As most of you know, our family’s entire portfolio is invested in exactly the same manner as yours...

As recent losses continue to mount in most asset classes, it is informative to review what exactly has changed in the past 60 days...

The “unconvincing” late October rally discussed in the last update proved to be exactly that:...

Global equities recovered 2% - 4% in what felt like an unconvincing market bounce...

Are we halfway done or just getting started?...

For global risk markets though, the painful memories of 2015’s devaluation are still vivid. While such a move would not meaningfully impact the global economy in the medium-term, in the short-term it would create a perfect focal point for fear...