by RMCM | Oct 24, 2023 | Newsletters
Over nearly 15 years, investors have grown accustomed to a “new normal” of zero interest rate policies. These policies, when first initiated in response to the Global Financial Crisis, were an emergency remedy for economic collapse. Aging populations, subpar...
by RMCM | Jul 26, 2023 | Newsletters
Apropos of a stock market that has become fascinated with the potential of artificial intelligence (AI), Paul McCartney announced last month that the Beatles had come together one last time—through the miracle of AI—to record “the final Beatles record.” While we will...
by RMCM | Apr 24, 2023 | Newsletters
The executive leadership of Silicon Valley Bank (SVB) knew for sure that the ecosystem of Silicon Valley entrepreneurs and investors would be staunchly loyal. For decades, the community valued SVB’s deep understanding of the local market and the bank’s long history of...
by RMCM | Feb 23, 2023 | Newsletters
Since the onset of COVID-19, it has been hard to know what normal really is in the world, let alone in the financial markets. By locking down the U.S. economy in 2020, the government intentionally created a recession—which they then helped alleviate by lowering...
by RMCM | Oct 18, 2022 | Newsletters
We have been consistent with our advice this year that investors will need to remain patient in this post-pandemic period as multiple factors roil global markets and slow global economic growth. We see a likelihood of a recession in Europe and increasing odds that...
by RMCM | Jul 25, 2022 | Newsletters
In January, we noted that the S&P 500 index had finished 2021 with its second best three-year winning streak in history–and that the probability of a poor year for stocks was higher than it had been in many years. Unfortunately, that probability has become a...
