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Looking Back at 2021
2021 In Review As we close out the year, we look back at what we published this time last year as an investment analysis post-mortem. This annual…
Dec 30, 2021
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Looking Back at 2021
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November 2021
Yield Management
November 9, 2021 The journey through a post-GFC (Global Financial Crisis) world has been along a road paved with free money. The things we've seen along…
Nov 9, 2021
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Yield Management
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August 2021
Camp Kotok 2021
Camp Kotok is an invitation-only gathering of prominent economists, asset allocators, strategists, traders, bankers, scientists, policymakers…
Aug 19, 2021
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Camp Kotok 2021
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July 2021
Rocky Mountain Economic Summit
(photo was taken by the author, Grand Teton National Park, Jackson Hole, WY) We had the opportunity to travel to the 13th Annual Rocky Mountain Economic…
Jul 20, 2021
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Rocky Mountain Economic Summit
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Cycle Update
Market Overview The global economic recovery has been uneven. This is evident in the year-to-date change in 10-year government bond yields, including…
Jul 14, 2021
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Cycle Update
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The Long Haul
July 8, 2021 The U.S. economy is expected to surpass pre-pandemic levels this quarter. Economists project by the end of 2021 gross domestic product will…
Jul 7, 2021
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The Long Haul
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April 2021
Reflation Pause
April 16, 2021
Apr 16, 2021
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Reflation Pause
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March 2021
Speculative Positioning
03/12/2021
Mar 13, 2021
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Speculative Positioning
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A Shot In the Arm
A Shot in the Arm for the Global Economy The Organization for Economic Cooperation and Development (OECD) hiked its forecast for 2021 global growth to…
Mar 13, 2021
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A Shot In the Arm
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Wobble
As we wrote last week, bond yields are meaningfully higher, and global equities are generally flat year-to-date. Real bond yields are rising, reflecting…
Mar 5, 2021
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Wobble
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Risk Report
March 1, 2021
Mar 1, 2021
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Risk Report
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February 2021
For Immediate Release: February 8, 2021 10:00 a.m. RiskBridge Appoints Clay Skurdal to Senior Client Service Role The 35-Plus Year Wealth Management…
Feb 8, 2021
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