What January Means for the Rest of 2022

By Michael Reilly | February 1, 2022

Rather than guess at what might be happening in Global markets, let’s focus on what is happening – and ADAPT our portfolios accordingly.  So, what do we know for sure today?  We know January is in the books and it will go down as one of the more volatile beginnings to a year in recent…

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MARKETS IN TURMOIL

By Michael Reilly | January 24, 2022

You fell for it didn’t you? The scary headline… works every time.  I wrote that headline to save you the trouble of turning on your TV or following your favorite fear-monger. You’re welcome. Let me sum it up for you – the bulls are currently in trouble. There’s not a lot to be optimistic about…

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It’s All Bullish for Energy and Financials

By Michael Reilly | January 20, 2022

One of the most important themes these days is the rotation between growth and value stocks.  To be clear, we’re not seeing a rotation out of stocks into risk-off alternatives, we’re seeing a rotation within the equity market. Groups like Energy and Financials have been breaking to new highs while growth and Tech indexes have…

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