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Information sources for 2022 Investment Outlook Seminar video Click here to view the 2022 Investment Outlook Seminar (Some links may require subscriptions.) S&P 500 Returns: https://www.forbes.com/sites/sergeiklebnikov/2022/06/13/dow-plunges-nearly-700-points-sp-500-enters-bear-market-territory-as-inflation-fears-roil-markets/?sh=29630b2e7b65 10-Year Treasury Yield: https://home.treasury.gov/resource-center/data-chart-center/interest-rates/TextView?type=daily_treasury_yield_curve&field_tdr_date_value=2022 Value vs. Growth: https://indexcalculator.ftserussell.com/icstep1.aspx 2018 and 2019 S&P 500 Returns: https://ycharts.com/indicators/sp_500_total_return_annual November Fed Statements about inflation and rates: https://www.federalreserve.gov/monetarypolicy/fomcpresconf20211103.htm June inflation vs. PCE from Second…

By Kyle Tetting The 2022 Jackson Hole Economic Symposium left a mark on investors. With inflation raging, the annual roundup in Wyoming, sponsored by the Federal Reserve Bank of Kansas City, offered little new information. But one word in particular captured investors’ attention. […]

By Kyle Tetting Broad market measures are stable, and economic indicators have continued to show signs of growth. But even with renewed optimism, it’s never all good. […]

By Kyle Tetting There’s always a danger in saying “this time it’s different,” but nuance is critical to understanding just what matters as we plan for what comes next. First, and foremost for me, interest rates have suddenly made bonds more attractive. […]

By Kyle Tetting I’m frequently asked, especially recently, how we know we’re in a recession. […]

By Kyle Tetting After a decade where stocks did the heavy lifting of portfolio returns and bonds offered little because of low rates, the math is finally starting to shift. […]