Tag: Economy
2 posts tagged as "Economy"
Preparing for Summer
April 5, 2023
Arthur G. Swalley, CIMA®- Partner- Director of Investments Legendary investor Warren Buffett is famous for saying “Only when the tide goes out do you discover who’s been swimming naked.” Today, the “tide going out” is the rapid rise in interest rates which the Federal Reserve has implemented to combat inflation. When combined with leverage, the…
The State of the Economy, the State of the Markets
October 27, 2022
October 2022 By Arthur Swalley, CIMA® Partner Few times in recent history have presented such a dramatic difference between the real economy and the behavior of markets. Let’s examine the data to figure out if the widely predicted (and in some quarters, declared) recession is actually here.September economic reports show that on the job front,…