Q1 2023 Quarterly Commentary

Q1 2023 Quarterly Commentary

Q1 2023 Quarterly Commentary Read the Full Commentary Introduction We believe that the Fed reacted too slowly in addressing inflation and, as a result, has tightened too aggressively in the face of a weakening economy and a ballooning federal deficit. As a result, we...
Market Outlook 2023

Market Outlook 2023

Market Outlook 2023 “For the times they are a-changin’.” – Bob Dylan “Trying to predict the future is like trying to drive down a country road at night with no lights while looking out the back window.”  – Peter Drucker   Introduction Our 2023...