This Friday, the 24th of February, marks the one-year anniversary of the start of the largest land war in Europe since World War II. We wrote two notes about the situation in 2022, one before the invasion and one immediately afterward. However, the conflict has only intensified since that time...
Bond Basics: Inflation Update
Today’s CPI report showed a year-over-year increase of 6.4% for the all-items index, before seasonal adjustment. This comes in slightly higher than market expectations, but it is still a decline from last month (6.5% in December) and continues the trend downward since the peak in June. However, the shelter subcomponent...
Avail 2022 Review & 2023 Outlook
Avail & Investment Research Partners review 2022 and look forward to 2023 and how it will effect the management of your portfolio. https://player.vimeo.com/video/795019942?h=eacbc705c3 Avail - Outlook Video - 2023.01.26 v2.mp4 from Stuart Feinzig on Vimeo.