- + Checking in on King Dollar—By Tim Holland, CFA Three months ago to the day, we published a note that took a look at the recent weakness in the US Dollar (What Ails The U...
- + Vlog: Quarter-end Q&A 1Q2023—Tim Holland, CFA, Chief Investment Officer of OCIO, asks and answers three top-of-mind questions as investors receive their quarterly statements and...
- + Is This the End of the Beginning for the Intensely Tight, Post-Pandemic Jobs Market?—Last week’s Weekly Wire turned to William Shakespeare – “A rose by any other name would smell as sweet” – to help make a point about tightening financ...
- + A Rate Hike By Any Other Name Would Tighten Financial Conditions Just the Same—Our apologies to The Bard for this week’s title, an admittedly awful take on one of the most famous bits of dialogue penned by the great William Shake...
- + Is the Fed Finished?—Last week the Federal Reserve raised the Fed Funds Rate by 25 bps, to a range of 4.75% on the lower end and 5.0% on the upper end (see chart), the nin...
- + What are the Odds (Revisited)?—Following on an exceptionally rough and rare return set for stocks and bonds in 2022 – the S&P 500 was off 18% and the Bloomberg US Aggregate was ...
- + The Fed Doesn’t Want to Break the Bank—We believe monetary policy acts with a lag, that it takes months, if not years, for changes in the Fed Funds Rate to impact the economy. That dynamic ...
- + Thoughts On Recent Developments Across The US Banking System, And What They Might Mean For The Economy And Markets—We thought you might find of value our high-level thoughts on recent developments in the US banking system – specifically the shuttering of Silicon Va...
- + 14 Years On—An anniversary is an easy reason to look back on an event, a point in time – good or bad, happy or sad – that has given our life meaning. The event ca...
- + Is the Consumer Beginning to Crack?—The title of this week’s Weekly Wire might seem a bit off considering that the US economy added 517,000 jobs in January, the US unemployment rate sits...
As of 5/1/24 8:47pm. Last new 4/22/24 1:45am. Score: 457
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