January 30, 2022

The Real Fed Pivot – An Economic Slowdown

The Real Fed Pivot – An Economic Slowdown An economic slowdown is in process.  For much of the past month, market news has been more focused on the Fed’s hawkish pivot.  However, behind all the speculation on future interest rate hikes, the US economy has quietly hit a major air […]
January 3, 2022

December Returns and Asset Performance

Major Asset Classes December 2021 Performance Comparison Introduction The major asset classes achieved positive returns in December.  Value lead growth stocks, consumer defensive beat consumer cyclical stocks, and mid cap outperformed large cap stocks.  Total returns on infrastructure project bonds and high yield corporate bonds again outperformed the S&P500, as […]