Economic & Market Report: The Return of Diversification By Eric Parnell, CFA on April 17, 2023June 6, 2023 Summary It has been a recently tough stretch for traditional asset allocation strategies. Prior to the start of last year,… Read More
2023 Q2 Outlook By Eric Parnell, CFA on April 10, 2023June 6, 2023 It has been an eventful start to 2023 for the economy and capital markets. Many investors came into the year… Read More
Economic & Market Report: Who’s Next By Eric Parnell, CFA on March 28, 2023June 6, 2023 Meet the new bank crisis. NOT the same as the old bank crisis. This is not the Great Financial Crisis II. … Read More
GVA Bulletin – Credit Suisse By Eric Parnell, CFA on March 16, 2023June 6, 2023 So what has happened on the SVB Financial front since markets reopened on Monday morning? We already had Long-Term Capital Management… Read More
GVA Bulletin – SVB Financial By Eric Parnell, CFA on March 15, 2023June 6, 2023 What happened at SVB? During the trading day on Friday, banking regulators closed SVB Financial and appointed the FDIC as… Read More
Economic & Market Report: Don’t Sweat the Technique By Eric Parnell, CFA on March 10, 2023June 6, 2023 Let’s trace the hints and check the file. You’ve got to hand it to the U.S. stock market. The U.S…. Read More
Economic & Market Report: Reality Check By Eric Parnell, CFA on March 6, 2023 Summary After a blazing start to 2023, the U.S. stock market has cooled in recent weeks. Looking ahead to the… Read More
Economic & Market Report: Good As Gold By Eric Parnell, CFA on February 24, 2023 Summary Capital markets remain turbulent as we make our way through the early months of 2023. Thus, the priority to… Read More
Economic & Market Report: Falling Slowly By Eric Parnell, CFA on February 20, 2023 Summary The latest reading on inflation was released on Tuesday morning. On the surface, the report for the month of… Read More
Economic & Market Report: Don’t Go Away By Eric Parnell, CFA on February 10, 2023 Summary U.S. stock investors are at it again. Outside of a tax loss harvesting blip at the end of last… Read More
Economic & Market Report: Time to Study Abroad By Eric Parnell, CFA on January 31, 2023 Summary Non-U.S. stocks have been on fire as of late. After years of chronic underperformance relative to the United States,… Read More
Economic & Market Report: Investing’s Rich Pageant By Eric Parnell, CFA on January 23, 2023 Summary Maria: “You should get out of these clothes immediately. You’ll catch your death of pneumonia, you will.”Clouseau: “Yes, I probably will…. Read More