March 2022 - Nowhere to Hide
March 29, 2022
Year to date financial market performance reminds us of one of our favorite songs Nowhere to Run by Martha Reeves & The Vandellas. As the chart below illustrates, unless you were short the market (or long commodities), you are down.
February 2022 - 2022 Outlook
March 02, 2022
In last month’s newsletter we stated that, “Roosevelt Capital Management (RCM) expects to continue to meaningfully outperform the overall bond market and our benchmark.” We also promised to provide our own perspective for 2022. While we will take each issue in turn, let’s first set th …