“Producers have drawn down inventory to bring cheap production online, and that trend cannot continue.”

by Marketing | Apr 5, 2022 | Market Notes, Media Notes

(Video) Inside Out: Finding Opportunities in Energy and Homebuilders     Disclosures This information is for investment adviser use only and should not be distributed to any other parties. The commentary included in this post is for informational purposes...

“An inverted curve, no matter the maturities involved, is not very good at predicting the timing of recessions—historically”

by Marketing | Mar 28, 2022 | Market Notes, Media Notes

TREASURIES-U.S. 5/30 yield curve briefly inverts for first time in roughly 16 years     Disclosures This information is for investment adviser use only and should not be distributed to any other parties. The commentary included in this post is for...

“He’s going to try to do whatever he can to keep the curve from inverting.”

by Marketing | Mar 24, 2022 | Market Notes, Media Notes

TREASURIES-U.S. Treasury yields ease as market mulls recession signal     Disclosures This information is for investment adviser use only and should not be distributed to any other parties. The commentary included in this post is for informational purposes...

“It’s really hard to justify massive capital gains for a model change.”

by Marketing | Mar 16, 2022 | Market Notes, Media Notes

Thinking About Outsourcing Investment Management? 5 Considerations.     Disclosures This information is for investment adviser use only and should not be distributed to any other parties. The commentary included in this post is for informational purposes...

“The management team needs to show investors over the next few quarters a path to growth.”

by Marketing | Feb 19, 2022 | Market Notes, Media Notes

Meta’s Stock-Market Wipeout Is Unmatched in the Megacap Era     Disclosures This information is for investment adviser use only and should not be distributed to any other parties. The commentary included in this post is for informational purposes only and...

“A lot of the data surrounding the health information for its clients, for its users, is going to be the most value additive.”

by Marketing | Feb 9, 2022 | Market Notes, Media Notes

Peloton to replace its CEO, cut 2,800 jobs     Disclosures This information is for investment adviser use only and should not be distributed to any other parties. The commentary included in this post is for informational purposes only and the opinions,...