Paul's Market Insights
Paul's Market Insights is our bi-weekly communique to provide clients with current insights on financial markets.
Written by Paul Siluch
March 16th, 2023
When the light begins to change
I sometimes feel a little strange
I have a constant fear
That something's always near
- Fear of the Dark, Iron Maiden 1992
It is that time of the cycle again, when we become afraid of what we cannot see. Panic over distress somewhere sends stocks tumbling and gyrating.
It happens about every 3-5 years, on average. World events occur that shake markets.
Written by Paul Siluch
March 10th, 2023
A money manager remarked this week that many, many things in the economy depend on when the Ukraine war ends.
It was just a year ago that Russia invaded Ukraine. Putin, hoping for a quick victory, was surprised by Ukraine’s tenacity. He was even more shocked by the unity of the West in its assistance to the smaller nation.
Now, a year later, both sides find themselves dug into a trench war reminiscent of WWI.
To my mind, the era this is most similar to is the period from 1950 to 1953. These were the years when Dunkin’ Donuts, Walmart, Kentucky Fried Chicken, and Denny's were all publicly listed, but they are not the parallel I am referring to.
