March has always been a month of transition; in like a Lion, out like a Lamb. This rings true for both the weather and the markets. This year the markets are centering in on interest rates and the yield curve as the main catalyst for continued equity market gains or a signal to flip from Risk-On to Risk-Off.
Market Brief – Groundhog Day
Maybe it is the grey weather and February doldrums, but it is difficult to shake the feeling of impending doom these days. Waking up in the morning can feel like Groundhog Day: check the Covid stats, read about whatever terrible political issue is happening, and look at the markets; is today going to be manic or depressed?
Market Brief – Election Update: T-Minus 7 Days
As we approach Election Day it feels more like Apollo 13 approaching re-entry. Events have occurred leaving us vulnerable and wounded, limping duct-taped together towards the horizon.
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