• CLIENT LOGIN
21 Goats Financial Planning
  • HOME
  • ABOUT
  • SERVICES & FEES
  • FAQS
  • RESOURCES
    • TECHNOLOGY
    • RESEARCH
  • CONTACT
Select Page
The 36-Hour SVB Collapse and Hierarchy of Blame | Weekly Market Commentary | March 27, 2023

The 36-Hour SVB Collapse and Hierarchy of Blame | Weekly Market Commentary | March 27, 2023

by arleneadmin | Mar 27, 2023 | Research, Weekly Market Commentary

A lot has changed in the past few weeks, both in terms of expectations for interest rates and lost confidence in the health of the banking system as a result of the sharp rise in interest rates that has led to some things “breaking,” as we wrote about here last week....
Wading Through Financal Stability Risks an Action Plan | Weekly Market Commentary | March 20, 2023

Wading Through Financal Stability Risks an Action Plan | Weekly Market Commentary | March 20, 2023

by arleneadmin | Mar 20, 2023 | Research, Weekly Market Commentary

The Federal Reserve (Fed) has a history of raising short-term interest rates until something “breaks.” Considering the Fed has raised rates from a near-zero level to 4.75% (upper bound) over the course of only one year, it was almost a near certainty this time would...
Latest Equity Asset Alocation Views | Weekly Market Commentary | March 13, 2023

Latest Equity Asset Alocation Views | Weekly Market Commentary | March 13, 2023

by arleneadmin | Mar 13, 2023 | Research, Weekly Market Commentary

Last week did not play out how we anticipated. Coming into the week, it was all about Federal Reserve (Fed) Chair Jerome Powell’s congressional testimony and the February jobs report. Instead, we got a shockingly fast collapse of a financial institution with over $200...
No Landing = No Sense | Weekly Market Commentary | March 6, 2023

No Landing = No Sense | Weekly Market Commentary | March 6, 2023

by arleneadmin | Mar 6, 2023 | Research, Weekly Market Commentary

Suggesting an economy makes “no landing” makes no sense. Analogies eventually break down, especially this one. Economic activity does not stop like an airplane eventually does, but rather the economy will settle into a steady state where growth is consistent with...

Recent Posts

  • Closing Out Our Equities Overweight | Weekly Market Commentary | June 5, 2023
  • How Much of a Problem is Concentrated Leadership? | Weekly Market Commentary | May 30, 2023
  • Will History Rhyme? A Fed Pause Has Been Good For Fixed Income | Weekly Market Commentary | May 22, 2023
  • Earnings Update: Better Than Feared Undersells These Results | Weekly Market Commentary | May 15, 2023
  • King Dollar Still Rules | Weekly Market Commentary | May 8, 2023

Archives

  • June 2023
  • May 2023
  • April 2023
  • March 2023
  • February 2023
  • January 2023
  • December 2022
  • November 2022
  • October 2022
  • September 2022
  • August 2022
  • July 2022
  • June 2022
  • May 2022
  • April 2022

Categories

  • Client Letter
  • Global Portfolio Strategy
  • Research
  • Weekly Market Commentary

Designed by Elegant Themes | Powered by WordPress