podcasts

 

Most Important Factors for 2023

Most Important Factors for 2023 Market activity was greatly influenced by macro factors last year and will continue into this year. We all are inclined to take up the art of soothsaying this time of year. We feel a certain kind of pressure to review the recently...

Timeless Tips

In this episode, the Muni Matrix hosts dive into the past several decades of muni bonds with John Hallacy, President of John Hallacy Consulting, LLC. Tune in as they discuss the evolution of munis on both a technological and holistic level....

Damage Assessment & Recovery

Damage Assessment & Recovery In preparing for this article, I was certainly thinking about the impacts from Hurricane Ian, but I was also pondering the recent market activity. This title clearly applies to both. First is the consideration of Ian’s devastation on...

Democracy of Losses

Just when we were feeling a bit better about the prospects for the future, we were hit by the inflation reading above expectations. The release has solidified the consensus that the Fed is not done and that we will have at least another 75 basis points tightening. Why...

Turbid Waters

Turbid Waters Perhaps you are out on the water and cannot see the bottom clearly. It feels like we are encountering similar circumstances when considering the market. The bottom of the market is opaque, and we have a keen need to stay invested simultaneously. Equities...