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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2021 Q3 Market Update

As we look forward to the second half of 2021, the world seems torn between optimism about reopening and economic growth, and despair over inflation and the Fed’s potential courses of action. Like most things, the truth most likely lies in the middle between hope and pessimism.

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