Q2 Cornerstone Investment Note: Recession or speed bump? What a difference a year makes. This time last year, technology stocks were still enjoying the tailwinds of the remote-work/reopening trade as the decade-long bull market in growth stocks powered on. Then came...
By Jason Policastro, as published in the Baltimore Business Journal The eminently quotable Mike Tyson once said, “Everyone’s got a plan until they get punched in the face.” (In fact, he recently field tested this theory with an unruly fellow airline passenger.) This...
In the 1930s radio drama “The Shadow”, the narrator uttered the famous introduction “Who knows what evil lurks in the hearts of men? The Shadow knows!” Too bad the Shadow couldn’t have clued us in to Vladimir Putin’s plans for Ukraine. The human cost of the...
By Jason Policastro, as published in the Baltimore Business Journal British explorer Sir Ernest Shackleton once said “A man must shape himself to a new mark directly [after] the old one goes to ground.” While the investment landscape doesn’t resemble the fractured...
Inflation intensification Like a guest who stays too long at a holiday gathering, inflation proved tough to get rid of in 2021.During the 12 months preceding November, consumer prices increased 6.8%, according to the Bureau of Labor Statistics. That’s the...
