Market Insights

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Water & Wells
5/11/2022

The Case for Quality Stocks Now

Historically, stocks exhibiting "quality" factors such as low leverage are likely to outperform in a rising-rate environment.

Water & Wells
4/26/22

Is Common Sense Returning to the Markets?

As the Federal Reserve is ending the era of “easy money,” rational thinking may be making a comeback.

Water & Wells
2/10/22

The Wrong Path for a Hike?

As investors gear up for rate hikes the past may offer some lessons for what’s to come.

Water & Wells
11/11/21

What if Inflation is Here to Stay?

A look at the predictive prowess of treasuries in gauging the stickiness of inflation.

Water & Wells
8/2/21

Thrift Shopping

After a torrid rebound for Consumer Discretionary, is it time for caution?

 

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