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2023 economic outlook

2023 economic outlook

The 2000 stock market crash and labor participation reversal collide with the 1970’s to illuminate a uniquely high-risk environment.

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Is the sun setting on energy stocks?

Is the sun setting on energy stocks?

OPEC forecasts the need to invest $12.7 trillion through 2045 and find an additional 38 million barrels of daily oil production.

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Market Outlook: Risk-on risk-off

Market Outlook: Risk-on risk-off

A phase change is in progress as returns and diversification potential return to the bond market creating opportunity.

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FedEx and the recession

FedEx and the recession

While the unfolding recession has yet to be widely accepted, FedEx’s share price has been pricing it in for 18 months.

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Market Outlook: What is water?

Market Outlook: What is water?

The fish swim on… eventually one of them looks over at the other and goes “What the hell is water?”

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The recession is here, filter the noise

The recession is here, filter the noise

All signs point to a recession being in progress. In periods of heightened uncertainty, the greatest risk is mistaking noise for signals.

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