President and CIO Patrick Jamin, CFA, FRM, observes markets anticipating a smooth landing with lower inflation, robust growth, and overbought equity multiples. Signs of imperfection could lead to vulnerabilities and a pullback. Despite no major risks seen, the current return/risk environment is less favorable, prompting a cautious stance and openness to leverage trading weaknesses for future opportunities.
- Apr 13, 2023
- Patrick Jamin
Why “Summit Fever” Can Lead to Bad Decisions | President’s Post Q1 2023
President and CIO Patrick Jamin equates investment during a bear market rally with the ultimate...
- Jan 12, 2022
- Dan Kraninger
Inflation: Past, Present, & Future | President’s Post Q4 2021
President and CEO Dan Kraninger outlines his bullish outlook for the market and how to mitigate the...
- Oct 14, 2021
- Dan Kraninger
Navigating the Roadway of Inflation Risk | President’s Post Q3 2021
President and CEO Dan Kraninger discusses his optimistic view about the market and the benefits of...