EWM

Short-Term Uncertainty Isn’t a Long-Term Crisis

By EWM / February 14, 2022

We know that there are differences between long-term existential crisis and short-term market uncertainties. It is often difficult to parse between the two on a […]

High Growth Means High Volatility

By EWM / February 7, 2022

We have seen speculative companies get hammered for the past year; and so far in 2022, high-quality high-growth companies have felt a significant bit of […]

Reflections on the January Market Swoon

By EWM / February 1, 2022

This has been a difficult January from a financial markets perspective. Equities and bonds were both down. We can mark when equities began to fall […]

Market Distress?

By EWM / January 24, 2022

It has been some time since we saw something like what is currently going on in the markets. The last time we had this much […]

The Tale of Retail Sales

By EWM / January 18, 2022

On Friday last week, we saw December’s retail sales come in under expectations with a drop of -1.9% versus November. This was given as the […]

Fixed Income Fizzles in the New Year

By EWM / January 10, 2022

2022 is off to a rough start for the fixed income markets. The first week of the new year was one of the worst weeks for […]