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Trademark Market Perspective for 2/24/2022

Follow-ups and New Thoughts: My first investment thought today is that TIPs just became more interesting. TIPs started to fade as investors contemplated 5-7 rate hikes, because coupon bonds would then provide more inflation protection.  If we assume that the…

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Trademark Market Perspective for 2/1/2022

Follow-ups and New Thoughts: Bill Hinch is a 35-year investment veteran who now runs the First Eagle Small Cap Opportunity Fund after a long, successful stint at Royce Funds.  I took the following notes from his presentation last Tuesday night:…

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Trademark Market Perspective for 12/13/2021

Follow-ups and New Thoughts: 1) November Employment Report The number of jobs created in November (210,000) may have been a disappointment but I believe there are big questions about how that measure accounts for home businesses.  Unemployment claims keep falling…

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