Caleb Conlin

Are Equities On Sale?

Savvy shoppers know a “25% Off” sale is not necessarily a good deal. Is the item discounted from a fair price or did the retailer …

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August 2022 Market Recap

The S&P 500® Index returned -4.08% in August, bringing its year-to-date return to -16.14%. After a 22.99% drawdown from January 4 through June 16, the …

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Try Not to Think About Elephants

Recession. The “Big R” of economics. One of the more confounding aspects of the word is that just hearing it can cause people to behave …

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Active PutWrite Performance Summary – Q2 2022

Record-high inflation persisted, accelerating the Federal’s Reserve’s monetary tightening schedule while souring investor sentiment, resulting in a 19.69% decline for the S&P 500® Index from …

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July 2022 Market Recap

The S&P 500® Index returned 9.22% for the month of July, bringing its year-to-date return to -12.58%. After a bruising June in which the S&P …

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Active PutWrite Performance Summary – Q1 2022

War in Ukraine paired with rising interest rates, record inflation and strict sanctions on Russia that helped drive oil above $100 per barrel drove the …

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2022 Active PutWrite Commentary – Q1

Read our Q1 Active Putwrite Commentary for a review of strategy performance and positioning during the quarter.  2022 Q1 Active Putwrite Commentary

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Index/RA Performance Summary – Q1 2022

War in Ukraine paired with rising interest rates, record inflation and strict sanctions on Russia that helped drive oil above $100 per barrel drove the …

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2022 Flagship (Index/RA) Commentary – Q1

Read our Q1 Flagship (Index/RA) Commentary for a review of strategy performance and positioning during the quarter. 2022 Q1 Flagship (Index/RA) Commentary

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Is the Bond Market Broken?

A once-reliable asset class for yield, low-volatility total return, diversification and risk reduction, bonds have struggled to deliver on any of these measures recently. Real yields on …

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