CEO/CIO Chris Wallis reflects on the Fed’s willingness to tolerate higher inflation, tactical allocation, and asset classes to deemphasize.
Continue reading Weekly 21.03.2024: Tolerating Inflation, Tactical Shifts, Areas to Avoid
CEO/CIO Chris Wallis examines the disparities between the US and ex-US markets and expectations stemming from CPI numbers.
Continue reading Weekly 28.02.2024: Ex-US ATHs, Global Valuations, CPI
CEO/CIO Chris Wallis joins the podcast and breaks down the recent positive economic data, higher than expected inflation, and how he is thinking about small cap vs. large cap as an investor.
Continue reading Weekly 15.02.24: ISM Up, CPI, Up, Small vs. Large
CEO/CIO Chris Wallis reviews the bear market and all time highs, the gap between large and small cap stocks, earnings season takeaways, 4Q23 GDP boost, and election year market impact.
CEO/CIO Chris Wallis discusses the market’s early January pullback, key issues for 2024, and how realistic is 2% inflation.
Continue reading 04.01.2024 Weekly: Early Pull Back, 2024 Key Issues, 2% Target
CEO/CIO Chris Wallis looks ahead to 2024 through the lens of recent call purchases, Fed action, inflation trends, and the market approaching all time highs.
Continue reading Weekly 14.12.23: Performance Chasing, 2024 Rates, Inflation, and All Time Highs
CEO/CIO Chris Wallis details the recent move higher in equities, positioning portfolios offensively, and expectations as we approach 2024.
Continue reading 16.11.2023 Weekly: Risk Assets Move Higher, Playing Offense, Looking at 2024
Test – podcast
CEO/CIO Chris Wallis discusses catalysts for the recent tech sell off, the mismatch between buyers and supply, and energy selling off amidst a Middle East conflict
Continue reading 27 10 2023 Weekly: Tech Selloff, Not Enough Buyers, and Energy Trades Off
CEO/CIO CW reflects on the undergoing shift toward a multipolar world, the impact of risk assets, and what the market closing on the low of the day implies.
Continue reading Weekly 20.10.2023 A Multipolar World, Renewed Balance, and Finishing on a Low