Strategies for Investment Tax Independence
11.02.2022 Clearly, 2022 has been a lousy year for investors. We can blame interest rates two to […]
Q3 Earnings Will Show Damage from Rates, Inflation, Dollar
10.12.2022 Investors are nervous about Q3 earnings season, as evidenced by recent market volatility. Over the last […]
Rates Will Dictate Market Trends
10.04.2022 The market downturn this year has been one of the most orderly declines in memory. The […]
Strong Dollar Feedback Loop Hurts Top and Bottom Lines
09.28.2022 Market risk-takers are grappling with the double-barreled threat of persistent dollar strength and dramatically higher interest […]
Anatomy of a Drawdown
09.20.22 Stocks rise and stocks fall. The good news: historically, equity markets have generally risen in four […]
Dividend Stocks Back in the Limelight
09.07.22 Dividends, an underappreciated equity market attribute, are finally getting the attention they deserve. If you were […]
Drilling Down Into Europe’s Crisis
09.01.22 Labor Day marks the end of summer in the US. But families head home from the […]
The Market’s Bottom Depends on Credit Conditions
05.24.22: 2022 has been a remarkable year so far; not in a good way. The equity market […]
Digging Beneath the Surface of the Market Yields Opportunities
05.04.22 The S&P 500 has shed about 12% of its value this year, led by a drubbing […]
Rate Hike #1: Should Investors Be Cheering?
03.17.2022: As expected, Chairman Powell’s Federal Open Market Committee raised rates by a quarter point on Wednesday […]
The Costs of Isolating Russia
03.02.2022: Russia’s invasion of Ukraine, representing Europe’s worst security crisis since World War II, has sparked global […]
The Canary Died
02.22.2022: The credit spread metric is our canary in a coal mine. Credit conditions – the availability […]
Valuation Vulnerabilities
02.15.2022: Investors rode into 2022 on a wave of easy money and strong economic growth. Interest rates […]
Should You Buy the Dip?
01.25.2022: The new year is off to a rough start and investors are rightfully worried. Our current […]
Five Themes For 2022
As we peer out into 2022 through Cresset’s Macro Investment Strategy lens, we see slower growth, lower […]
Are Bitcoin Futures the Future of Bitcoin Investing?
11.05.2021: With $2 trillion in market value and 200 million users, digital currency is gaining financial market […]