Strong July rebound as markets rally on peaking inflation sentiment. The next bull market or just overly optimistic?
Halftime 2022－we’re down -21% YTD with a recession looming. Where do we go from here?
With Fed opting for speedy #InflationFears easing, the optimistic #RecessionWatch economic soft landing is looking likely out of reach.
Market Musings 5/18/2022 Quick thoughts on the markets and major portfolio news. Not on Ursa yet? Download Ursa from the App Store! S&P 500 creeping into bear market territory with likely recession near-term. While we’re not calling (nor expecting) a market bottom here, we do believe this is the time to start getting greedy. “Fearful Read More