• Notes from the North: November 2021

    Posted:

    Our comments today focus on the mysterious shrinking of the labor supply and its impact on economic growth and inflation. Download the Newsletter

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  • Notes from the North: September 2021

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    The news flow has been more of a flood lately, it seems. In our focus zone, the financial markets are keeping a watchful eye on potential shifts in monetary policy and on the potential impact of fiscal policy, as spending and taxation legislation wind their way through the halls of Congress. Download the Newsletter

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  • Notes from the North: June 2021

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    The Federal Reserve meets this afternoon and the market is on alert for a change in tone. Among other things, this month’s Notes looks back to the 2013-2014 period, a recent example of the market’s response to a change in Federal Reserve tone. Download the Newsletter

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  • Notes from the North: May 2021

    Posted:

    “Sell in May and go away?” It’s usually not that simple. This month’s Notes will explain more. Download the Newsletter

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  • Notes from the North: March 2021

    Posted:

    The stock market has had a strong start in 2021. There’s a noise under the hood, however, that may warrant a closer look. Download the Newsletter

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  • Notes from the North: February 2021

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    The stock market appears to be assuming the vaccines are going to work and that we’re going to get back to “normal.” Whatever else “normal” will mean from 2021 on, keep an eye on what it means for the bond market. Download the Newsletter

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  • Notes from the North: December 2020

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    Calling a shift in trend is probably the hardest thing for an analyst or a strategist to accomplish. Humans are wired to put the most weight on recent experience, which leads us to be biased towards extrapolating the present. Could it be that the FAANGM trend has finally begun to wane? You’ll find our thoughts …

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  • Notes from the North: November 2020

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    Some thoughts about the current state of the market and some comments on a couple of items to watch in the coming years. We wish you all the best this Thanksgiving holiday week! Download the Newsletter (PDF)

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  • Notes from the North: October 2020

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    We offer observations today in which we only use the word, “election,” twice. Once in each of the first two paragraphs, and then nothing more about it. Enjoy! Download the Newsletter (PDF)

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  • Notes from the North: September 2020

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    “Why is this happening, why is that happening?” “What are other people thinking?” “What are we missing?” This is the normal routine when thinking about investing, but it does seem to be a little more intense in 2020. Today we bring some of this thought process to the technology sector, which has been the primary …

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