Blog
Around the office we often discuss our views on a wide range of topics. Most of the time we talk about markets, but we also like to investigate art, science, sports, and culture. Sometimes we find a topic so interesting, we feel the need to share it with the world.
This blog stands as a curated list of things that we just can’t help but talk about. We hope it gives you some insight into how we view the world.
Consumer Sentiment Volatility Structurally Higher
Consumer sentiment has become far more volatile since the COVID shock, even as its connection to market performance has weakened. While investors sentiment remains relatively steady and closely tied to the S&P 500, consumers appear increasingly reactive to economic shocks, inflation, geopolitics, and market optimism—suggesting the two groups may now be experiencing the same economy through very different lenses.
When is There Blood in the Streets?
“Buy when there’s blood in the streets”—but how do you know? In this piece we discuss the basic framework of the CNN Fear and Greed Index and highlight some recent notable events.
Market Volatility and Long-Term Investing
Market downturns are uncomfortable, but for investors who contribute consistently, volatility can improve long‑term outcomes despite short‑term uncertainty.