What’s on our mind? You can read about it in our blog. Whether it’s ideas from the investment world or concepts from the financial industry, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.
Sara Hibbs |
Wednesday, March 22, 2023
Chart of the Week: First Line of DefenseRecent stress in the financial sector has raised concerns regarding the monetary health of banks. Relative to the Global Financial Crisis, many banks today hold more cash, fewer risky real estate...
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Sara Hibbs |
Monday, March 20, 2023
Investors should look past short-term volatility and focus less on which style to overweight and more on prudent company selection as valuation gaps have narrowed significantly in the past year. Last week was a volatile ride, as...
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Sara Hibbs |
Monday, March 20, 2023
Amid the reverberations of two U.S. banks being taken over by regulators and the spread of uncertainty to European banks, stocks trended higher last week on the strength of the technology sector. The Dow Jones Industrial Average...
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Sara Hibbs |
Wednesday, March 15, 2023
Chart of the Week: An Outcome is IncomeIn our view, US aggregate real incomes will meaningfully rise by 3.75% in 2023, driven by continued job gains, positive real wage growth, above-normal cost of living adjustments, normalizing...
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Sara Hibbs |
Tuesday, March 14, 2023
Stocks tumbled last week as investors reconsidered their interest rate expectations after Fed Chair Powell’s Congressional testimony that rates may need to go higher. Stocks also were rattled when a west coast bank was placed...
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