Featured Case Study
Case Study: Capitalizing on Stagflation
Even though the term “stagflation” remains an unconfirmed fear for investors as they try and draw parallels to the 1970s, that does not mean that opportunity does not exist. Rather, it is…
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Register Today: SL Advisors – Making Sense of Rising Inflation and the Global Energy Crisis
With inflation continuing to drive investor discussions and rising oil prices still an area of concern amidst a coordinated, global government intervention to tap into crude oil reserves,…
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Latest News
ReSolve Riffs with Phil Huber on the Allocator’s Edge, Alternative Investments and Diversification
Phil Huber is the Chief Investment Officer of Savant Wealth Management, and author of The Allocator’s Edge: A Modern Guide to Alternative Investments and the Future of Diversification. He…
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Could The Fed Trigger The Next “Financial Crisis”
Could the Fed trigger the next "financial crisis" as they begin to hike interest rates? Such is certainly a question worth asking as we look back at the Fed's history of previous monetary…
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The Emergence Of Omicron Covid
For the past few months the eurodollar futures market has steadily priced in the FOMC’s abandonment of “transitory” in its assessment of inflation. More often than not the Fed follows the…
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Will The Fed Catch Up With The Curve?
It’s easy to criticize the Fed. They’ve maintained their uber-accommodative monetary policy for probably a year longer than needed. Once the vaccine breakthrough was announced last November,…
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Rising Interest Rates Matter To The Stock Market
Do rising interest rates matter to the stock market? Many in the financial media and advisory community are scrambling to locate periods where rates rose along with stocks. Has it happened?…
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Data is the Revolution
To understand the importance of data, and how to express that importance in terms of investments, let's start with something that is simultaneously simpler and more complex: A map. This is…
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Case Study: Capitalizing on Stagflation
Even though the term “stagflation” remains an unconfirmed fear for investors as they try and draw parallels to the 1970s, that does not mean that opportunity does not exist. Rather, it is…
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Consumer Spending is Robust. Consumer Confidence is Low. The 1% are Thriving.
I've said it repeatedly over the last 5 years and it warrants repeating: nothing is more predictable than a consumers' propensity to spend. If you haven't implemented a consumer spending…
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Why Global Fertilizer Prices Affect Everything
Last year around this time, fertilizer prices were approaching their lowest levels in a decade. Fast forward 12 months, and fertilizer prices are now at decade highs, increasing to levels last…
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Fed Issues Stock Market Warning As Valuations Surge
In the semi-annual Financial Stability Report, the Fed issued a stock market warning as elevated valuations are causing markets to be “vulnerable to significant declines”.
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The Best Odds Aren’t In Las Vegas
Following last week’s 6.2% inflation print, eurodollar futures fully priced in 0.75% of tightening by the end of next year. The approximate rate path envisages tapering by the summer, and rate…
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Charting The Stock Market “Melt Up,” & The Fed’s Naivety
Charting the stock market “melt-up” in prices, and the Fed’s naivety of the laws of physics may be of benefit to younger investors. After more than a decade of rising prices, accelerating…
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