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The Spotlight Newsletter

The Spotlight provides insights into economic and market events related to thematic investment opportunities. Click here to subscribe.

Featured

From “Buy the Dip” to “Wait and See”

July 27, 2022

Nearly every time the Federal Reserve embarks on a tightening cycle, an asset breaks soon thereafter. Whether it be the Mexican peso crisis in 1994, the housing bubble burst in 2008, or the cryptocurrency crash in 2022, these events all occurred after the Fed raised rates.

Required Reading

  • Mean Markets? Commodities May Be a Nice Alternative.

    Markets have not been kind to investors in 2022 but the one bright spot has been commodities.
    Read More.
  • Hungry for Commodities? Buy Breakfast.

    Commodities have proved to be a standout this year.
    Read More.