Federal Reserve

‘The Market is Not in Uncharted Territory’

By EWM / March 7, 2022

When we see falling asset prices we can become emotional. Looking back at lines on a chart, we tend to forget the emotions that surrounded […]

‘The Commodities of War’

By EWM / February 28, 2022

Uncertainty abounds in the world right now. This is why we have a plan to deal with uncertainty as it comes in. We are long-term […]

A Financial Market Outlook on Russia & Ukraine

By EWM / February 23, 2022

We know that there are differences between long-term existential crisis and short-term. We mentioned the Russia / Ukraine conflict last week in passing while discussing […]

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 […]