Thought Leadership Archive
Yesterday, the Bureau of Labor Statistics (BEA) reported the US economy grew at a 2.0% annualized rate during the 3rd Quarter of 2021. This was slower than analysts were expecting, and much slower than 2nd Quarter’s…
In the investment industry, we talk a lot about risk and reward. Over time, they should be perfectly, positively correlated. The more risk you take, the more reward you should receive. The opposite is also true,…
Prior to the pandemic, how often did you think about, let alone discuss, supply chain bottlenecks? After all, what was there to think about? Stuff just ended up on the shelves, somehow. It all just happened.…
Oakworth Capital Bank’s Investment Committee predicted the 3rd Quarter of 2021 would expand on the 2nd Quarter’s strong growth and market returns. Given the persistent tailwinds in the US economy, this was a relatively easy prediction.…
“The waiting is the hardest part Every day you get one more yard You take it on faith, you take it to the heart The waiting is the hardest part” Tom Petty After a somewhat…
It had all been going so nicely, hadn’t it? After seven consecutive months of positive returns in the stock market, was it too much to ask for just one more? Apparently it was, as after mostly…
This week, the Federal Open Market Committee (FOMC), the policy making arm of the Federal Reserve, met, and didn’t make any substantive changes to current monetary policy. No one was expecting it to do so. However,…
This morning was that glorious first morning that when you walk outside you are met with just a bit of chill. “A hint of fall in the air”, if you will. Kids are back in school,…
Earlier this week, House Democrats proposed an increase in the top corporate tax rate from the current 21% to 26.5%, along with a sharp increase in the ‘minimum tax’ on foreign income from 10.5% to 16.6%.…
Would you consider yourself an optimist or a pessimist? Do you see the glass as half-full or half-empty? Are unforeseen setbacks problems or opportunities? Do you find silver linings or dark clouds? Or do you just…