Category Archives: Main Page

Hoisington Q4 2021 Review and Outlook

Hoisington Investment Management’s fourth-quarter 2021 Review and Outlook is now available on their website here.   Always worth a mull. Bottom line:  Global growth is slowing in 2022 under record debt, poor demographics, negative real yields and wages that undermine … Continue reading

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Rate expectations higher than asset markets can bear

Since December, a global jump in rate hiking expectations has caused bonds to sell-off. Both U.S and Canadian ten-year treasury yields are above 1.87 this morning, the highest since before the pandemic began in 2019. The 30-year U.S. Treasury yield … Continue reading

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Remember: protecting savings is job number one

The most critical function of savings is to cover future needs, wants and opportunities. For this reason, savings should be as protected and uncorrelated as possible with our other income sources. For example, it’s not diversified for tech workers to … Continue reading

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