2023 has proven to be an extraordinary year thus far, and there is still a lot of uncertainty for the future. We would like to share our outlook for the remainder of the year, and then take a minute to reflect on the first half of the year and share a few insights that may […]
Back in April (HERE), we wrote a piece on housing in the US. Eight months later, we thought it was important to provide an update. To rewind the clock for a moment, in late April the 10-year treasury was yielding 2.87% and the 30-year fixed mortgage rate was 5.27%. At the time, existing home sales […]
With Christmas and New Year’s falling on Wednesdays, the calendar has afforded us more time to reflect on 2019. The decade ended with a bang – 2019 was the single best year in the past ten years for the MSCI All Country World index and the S&P 500 missed sharing the same status by less […]
Rarely in markets can we be completely certain of what is causing them to move. The industry joke is, “more sellers than buyers,” when equity markets head lower. We find ourselves in one of those rare moments where there is no question around what is causing the current selloff. First, a timeline: On July 31st, […]
