Our Knowledge | Quarterly Market Commentary | Weekly Update
May 2023: Our Knowledge - Debt Ceiling Standoff
- March 2023: Our Knowledge - Panic! at the Disco-unt Window
- March 2023: Our Knowledge - Silicon Valley Bank
- February 2023: Our Knowledge - TINA Becomes TANA
- 2023 Market Outlook
- Nov 2022: Aging, Wealth, and Financial Exploitation
- July 2022: I Like Big Bonds - The Case for Credit
- June 2022: Deluge of Rate Hikes is Capsizing Price-to-Earnings Multiples
- May 2022: Declining Valuation Multiples are Negating Solid Earnings Growth
- March 2022: Inflation, Deflation, Stagflation, or Disinflation
- February 2022: Update on Recent Market Events
- December 2021: 2022 Market Outlook
- July 2021: Is Modern Monetary Theory Becoming a Reality?
- May 2021: Could Higher Inflation Change the Investing Landscape?
- January 28, 2021: Fixed Income Update [VIDEO]
- January 18, 2021: Planning for a Biden Presidency [VIDEO]
- 2021 Market Outlook [VIDEO]
- December 15, 2020: 2021 Market Outlook
- Election 2020 [VIDEO]
- Election 2020 Discussion
- Fixed Income Update [VIDEO]
- Fixed Income Trends and Discussion
- April 9, 2020: Coronavirus Update - 1st Quarter 2020 Market Commentary
- March 24, 2020 - Tax Update 2 (NC)
- March 20, 2020 - Tax Update (Federal)
- March 20, 2020 - Update on Recent Market Activity
- March 10, 2020 - Update on Recent Market Activity
- Market Update Feb 28, 2020 - Coronavirus Update
- Market Update Feb 1, 2020 - Perspectives on the Coronavirus