2022 Q2 Market Update

Without a doubt, what is happening in Ukraine is a tragedy and a reminder of the fragile balance of the World. Due to the continued conflict, sanctions, and inflation, we are revising down our 2022 market outlook from Moderately Bullish to Moderately Bearish. G Squared now feels we will have a recession in the next 18-24 months. This does not mean an automatic repeat of 2008. We may have a milder recession; however, we feel it’s important to downshift into more defensive portfolio positions.

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Market Brief – March 2022: Why Ukraine Matters

March Market Brief Why Ukraine Matters “Cry ‘Havoc,’ and let slip the dogs of war.” William Shakespeare, (Julius Caesar 3.1.273) As many know, I am a Polish immigrant. I was forced to flee from Russian Communist controlled Poland in 1968. As was typical at that time, a lot of different cultures were thrown together during

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2021 Q4 Market Update

Moore’s Law states that the number of transistors on a microchip double about every two years, though the cost of computers is halved. Gordon E. Moore was the co-founder of Intel and made this observation in 1965. The basic tenant being that the growth of microprocessors is exponential.

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