Category: Markets
Weathering winter, enjoying green shoots
Our gentler winter parallels with our recent experience as investors and in the economy.
Changing calendar doesn’t change story
“Every new year begins with a host of questions. For 2024, those questions center around some common themes.”
2023 Investment Outlook Seminar
The first in-person Investment Outlook Seminar in four years is now a Money Talk Video, featuring Bob Landaas, Kyle Tetting and Dave Sandstrom. […]
2023 Investment Outlook Seminar Quiz
Test your awareness of the 2023 Investment Outlook Seminar. Take a 10-question multiple-choice quiz. You have nothing to lose, and the answers include links to further resources. […]
Skating through the latest uncertainty
By Kyle Tetting Amid strong returns through July, investors have finally felt weakness in the past couple of months as the looming shutdown returned uncertainty to the economic outlook. Taking a pause in the run-up is healthy, allowing investors to reassess positioning. But it also challenges investors who benefitted from heavier equity exposure earlier in…
Implementing data, cultivating outlook
“Some of the most rewarding periods for investors have come alongside the need for meaningful problem solving.”
How to respond to the calm of summer
By Kyle Tetting The summer of 2022 may have conditioned investors to expect more volatility. Absent the shocking inflation numbers of last June, it’s difficult to match the market movements we saw a year ago. But it’s also clear that the economic landscape now appears much less uncertain. […]
Halfway through 2023, outlook improving
By Kyle Tetting Reasonable caution is always appropriate, but investors too focused on the risks missed out on a lot across the first six months of 2023. […]
Positive signs amid “wall of worry”
By Kyle Tetting It’s hard to argue with the year-to-date success of the vast majority of investment categories. As I write this on April 26, broad measures of stocks like the S&P 500 had gained more than 6% with only a few trading days left in April. Similarly, less volatile measures like bonds have added…
Seeing blue sky through cloudy forecasts
By Kyle Tetting Especially with the unknown timing and magnitude of the Federal Reserve’s remaining steps to fight inflation, long-term optimism can get overlooked. […]