Market Week: May 23, 2022
Equity markets have seen a volatile start to the year, with the S&P 500 down 19% from its early January peak.
Market Week: May 16, 2022
Last week, investors’ hopes for signs of cooling U.S. inflation were dashed as the April CPI report showed inflation still running hot.
When Volatility is Rising, Boring is Beautiful: Part II…
In last week’s email on “….Boring is Beautiful: Part I,” we covered the railroad industry. This week we are covering well-run treasure hunt retailers.
When Volatility is Rising, Boring is Beautiful
Fast-growing digital and tech companies generated a lot of investor excitement over the past decade, not to mention an outsized share of market returns.
Market Week: May 2, 2022
The U.S. economy contracted by an annualized 1.4% in 1Q, well short of consensus expectations for a 1.0% expansion.