Killer Angels

Bill Hackney
July 10, 2018
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Market Commentary

For more than three decades, inflation has generally trended lower, inflicting more pleasure than pain on capital markets.  While inflation in the US is unlikely to surge in the near term, it has reached a decisive turning point.

Eventually the Killer Angels of rising inflation and tightening credit markets will turn against the US economy and stock market. But first they must turn against the bond market. That hasn't happened yet, but I can hear them flapping their wings.

QUALITY SCORECARDS

Monthly Scorecard

June 30, 2018
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Quarterly Scorecard

June 30, 2018
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FACT SHEETS AND COMMENTARIES

Fact Sheets & Commentaries

Core Equity

June 30, 2018
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Fact Sheets & Commentaries

 Growth Equity

June 30, 2018
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Fact Sheets & Commentaries

Fixed Income

June 30, 2018
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WHITE PAPERS

Calm Before the Storm

Michael Jaje
September 12, 2016
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Great Expectations

Bill Hackney,
July 05, 2016
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Risks are Rising

Michael Jaje, CFA
March 31, 2015
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Short Duration Scorecard

June 30, 2018
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SHORT DURATION QUALITY SCORECARD

A quick reference guide to what's driving short duration fixed income returns.