Economic Insights

Economic Stagnation Arrives As “Sugar Rush” Fades

Economic stagnation arrives as expected as the "Sugar Rush" of liquidity continues to fade from the system.

“Climanomics”: How Retail Investors Can Make an Impact on Climate Change

The year 2022 has started off painfully with equities selling off amid slowing growth prospects, Federal Reserve hinting at rate hikes, persistent inflation, and looming COVID dislocations. Even though US growth rates for 2021 were the highest since 1984, the broader equity market continues to sell off with the S&P 500 Index approaching correction territory (YTD). In tangent, the broader bond market continues to feel the convexity pains of increasing interest rates while commodity prices hit some of the highest levels since 2014. Market volatility remains at the forefront as markets continue to quest for equilibrium.

Why Iron Ore Prices Mean More Than You Think

If you were a commodities-focused investor and had success over the last decade, iron probably had something to do with your performance. Indeed, according to this chart from S&P Global Platts below, iron ore futures "drastically" outperformed most other metals and mining equities since 2015.

Why Iron Ore Prices Mean More Than You Think

If you were a commodities-focused investor and had success over the last decade, iron probably had something to do with your performance. Indeed, according to this chart from S&P Global Platts below, iron ore futures "drastically" outperformed most other metals and mining equities since 2015.

Small Caps Could Be In Trouble In 2022

"Small caps," or small-capitalization companies, could be in trouble next year if signs from the NFIB survey are correct.

Small Caps Could Be In Trouble In 2022

"Small caps," or small-capitalization companies, could be in trouble next year if signs from the NFIB survey are correct.

“Wipe Out” Below The Calm Surface Of The Bull Market

"Wipe Out" is an appropriate description of what is happening beneath the calm surface of the bull market. As we head into the end of the year, many are hoping for "Santa to visit Broad and Wall." However, those hopes are not just about adding to this year's already excessive annual gains. Instead, for many, it's the hope to recover some brutal losses.

“Wipe Out” Below The Calm Surface Of The Bull Market

"Wipe Out" is an appropriate description of what is happening beneath the calm surface of the bull market. As we head into the end of the year, many are hoping for "Santa to visit Broad and Wall." However, those hopes are not just about adding to this year's already excessive annual gains. Instead, for many, it's the hope to recover some brutal losses.

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