Our Chief Strategist and CIO, Harlan J. Cadinha, explains how monetary policy and rising interest rates are driving current market volatility.

Our Chief Strategist, Harlan J. Cadinha, discusses monetary policy and our market outlook.

Our Chief Strategist, Harlan J. Cadinha, discusses current geopolitical tension and its effects on the markets.

Our Chief Strategist, Harlan J. Cadinha, discusses a new corrective mindset.

Our Chief Strategist and CIO, Harlan J. Cadinha, comments on the on-going battle of monetary policy and current markets.

For the first quarter of 2022, returns on cash were far better than that for common stocks or for bonds. The Standard and Poor’s 500 Index was negative and the broad-based Bloomberg Aggregate Bond Index was even more negative. Our portfolios, in general, were down less than both asset classes, and for that, we can […]

Executive Summary Forecasting often is an exercise in pattern recognition. In order to properly asses the market’s response to policy initiatives, economic and political disturbances, it’s helpful to go back in history and find a similar event, and see how the market responded. We find this current environment reminiscent of the 1970s in three key […]