Susan Jung |

The Federal Reserve has been in the news. I thought it might be helpful to provide a video update on our thoughts about their recent action and comments. In

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Susan Jung |

The employment market continues to be strong in the United States and this is one of the factors we believe that has caused inflation to spike so strongly. This

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Susan Jung |

I am often asked if the Fed has telegraphed certain actions, why wouldn't we invest based on that stated future action? The answer is simple; the Fed changes

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Susan Jung |

This special video update contains my thoughts on the Silicon Valley Bank collapse and how it affects our portfolio strategy. We are of the belief this is not a

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Susan Jung |

One of the key factors in inflation is the strength of the jobs market and the current state of unemployment. It’s one of the key factors we examine as we

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Susan Jung |

Stocks have struggled lately as there is concern that the Federal Reserve will continue raising interest rates to combat inflation. The expectation was that

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Susan Jung |

As the Federal Reserve fights to cool inflation, all eyes are on GDP growth as a key determinant as to whether or not the economy is overheating. You may ask

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Susan Jung |

This past week I presented a DWM webinar on our perspective on 2023. In this discussion we covered the markets, economy, and our thoughts on future interest

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Susan Jung |

As we expected, the Federal Reserve raised interest rates by 25 basis points, which indicates a belief that inflation is starting to slow. Recent numbers

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Susan Jung |

Here is what 2023 basically comes down to: 

  • Will the Fed be able to reduce inflation while at the same time avoid a hard landing because of an increase in
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Susan Jung |

The debt ceiling and the possibility of a recession are currently hot topics in the news. Listen to our views on both these topics in the video link provided

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