Perspectives
A Little Overcooked: Today’s Economy Could Use A Slight Cool-Down
Investment Perspectives: Q2, 2023
Its summer, 2023 and COVID has pretty much abated. This means people can now do things they haven’t done in years. Birthday parties will be held outdoors with no masks required. Picnic baskets will grace the lawns of local parks. And my personal favorite: friends and families will get together for backyard barbecues. I enjoy walking through my neighborhood in San Francisco and smelling all the delicious food being prepared.
A Little Overcooked: Today’s Economy Could Use A Slight Cool-Down
Investment Perspectives: Q2, 2023
Its summer, 2023 and COVID has pretty much abated. This means people can now do things they haven’t done in years. Birthday parties will be held outdoors with no masks required. Picnic baskets will grace the lawns of local parks. And my personal favorite: friends and families will get together for backyard barbecues. I enjoy walking through my neighborhood in San Francisco and smelling all the delicious food being prepared.
Balanced Tension: How Sir Isaac Newton’s Third Law Of Motion Seems To Be In Play Today
Investment Perspectives: Q4, 2022
Sir Isaac Newton’s third law of motion holds that for every action there is an equal and opposite reaction. I think that’s a pretty accurate description of what I see today. Here’s why I say this. Republicans were supposed to sweep midterm elections, but the red wave didn’t happen. The war in Ukraine was projected to be a quick victory for Russia. Instead, it’s become a protracted exercise in outside powers seeking to check Russia’s military aggression.
Balanced Tension: How Sir Isaac Newton’s Third Law Of Motion Seems To Be In Play Today
Investment Perspectives: Q4, 2022
Sir Isaac Newton’s third law of motion holds that for every action there is an equal and opposite reaction. I think that’s a pretty accurate description of what I see today. Here’s why I say this. Republicans were supposed to sweep midterm elections, but the red wave didn’t happen. The war in Ukraine was projected to be a quick victory for Russia. Instead, it’s become a protracted exercise in outside powers seeking to check Russia’s military aggression.
Economic Storm Or Better Opportunities Than We’ve Seen In A Long Time?
CIO Investment Perspectives: Q2, 2022
The R word is being thrown around a lot right now. You know the one. Recession. Some analysts are saying that we are headed for a great big storm. There is plenty of evidence to support that sentiment. But I take a somewhat different perspective. No one can accurately, 100% of the time, predict the future. No one. Let’s be honest here. We truly don’t know what’s coming.
Economic Storm Or Better Opportunities Than We’ve Seen In A Long Time?
CIO Investment Perspectives: Q2, 2022
The R word is being thrown around a lot right now. You know the one. Recession. Some analysts are saying that we are headed for a great big storm. There is plenty of evidence to support that sentiment. But I take a somewhat different perspective. No one can accurately, 100% of the time, predict the future. No one. Let’s be honest here. We truly don’t know what’s coming.
Flat Markets And Slow Growth Very Likely Short-Term
Investment Perspectives: Q4, 2021
Is this a Rip Van Winkle market? In 1819, Washington Irving published a short story about Rip Van Winkle, a man who fell asleep for 20 years and missed the entire Revolutionary War. What might you miss if you fell asleep for the next 2 years or so? I don’t think it would be anything quite so dramatic as the Revolutionary War. In fact, I would postulate that you wouldn’t miss much, especially in the markets.
Flat Markets And Slow Growth Very Likely Short-Term
Investment Perspectives: Q4, 2021
Is this a Rip Van Winkle market? In 1819, Washington Irving published a short story about Rip Van Winkle, a man who fell asleep for 20 years and missed the entire Revolutionary War. What might you miss if you fell asleep for the next 2 years or so? I don’t think it would be anything quite so dramatic as the Revolutionary War. In fact, I would postulate that you wouldn’t miss much, especially in the markets.
Where Is The Economy Headed Next?
CIO Investment Perspectives: Q2, 2021
Change is in the air. In the last two months the stock and bond markets have changed their tune. The prospect of “reopening” is in the air as the United States does what it does best—mobilize production to defeat an enemy. That enemy is COVID-19 and the production is vaccinations to immunize the citizenry. You may have noticed that the leaders of the stock market, Tesla, Amazon, Apple, and the like have stopped going straight up. In fact, they’ve even gone down.
Where Is The Economy Headed Next?
CIO Investment Perspectives: Q2, 2021
Change is in the air. In the last two months the stock and bond markets have changed their tune. The prospect of “reopening” is in the air as the United States does what it does best—mobilize production to defeat an enemy. That enemy is COVID-19 and the production is vaccinations to immunize the citizenry. You may have noticed that the leaders of the stock market, Tesla, Amazon, Apple, and the like have stopped going straight up. In fact, they’ve even gone down.
How Confident Should You Be In The Age Of Unpredictability?
CIO Investment Perspectives: Q3, 2020
You’ll often hear the people of Strait & Sound make this statement: we cannot predict the future. We say this because it’s true. But we also say it as a reminder to ourselves that the future is unwritten. So we need to be very careful about the promises we make to our clients and even our own families. At Strait & Sound, we don’t just offer advice and financial strategies to clients. We walk-our-talk by structuring our financial lives according to the same principles we recommend to clients. I guess you could say – we are in this together.
How Confident Should You Be In The Age Of Unpredictability?
CIO Investment Perspectives: Q3, 2020
You’ll often hear the people of Strait & Sound make this statement: we cannot predict the future. We say this because it’s true. But we also say it as a reminder to ourselves that the future is unwritten. So we need to be very careful about the promises we make to our clients and even our own families. At Strait & Sound, we don’t just offer advice and financial strategies to clients. We walk-our-talk by structuring our financial lives according to the same principles we recommend to clients. I guess you could say – we are in this together.
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