Insights from JWA

Running a Global Macro portfolio involves an understanding of the ever-evolving nature of the capital markets.  That understanding is itself always changing.  With the help of our research services and our own daily analysis, we attempt to make sense of the investing landscape and glean actionable steps to risk manage and capitalize on opportunities.

Monday, November 13, 2023

The Internal Revenue Service recently released updated income tax brackets, standard deduction, and retirement contribution limits for the 2024 tax year. While these taxes are not due for some time, it may benefit you to start...

Monday, November 6, 2023

As seasoned market participants know, the sharpest rallies occur in bear markets. So, let’s visually assess where we stand.

Tuesday, October 3, 2023

The reputation of the historically volatile timeframe of August, September and early October has not disappointed in 2023. Let's take a look at the "what" that is the S&P 500 chart, avoiding analysis paralysis in the "why".

Tuesday, March 7, 2023

There is a frenzied struggle currently in play within global markets, tilting against each other two titan macro factors: Global Liquidity and Economic Fundamentals. At stake: asset winners and losers for 2023.

Thursday, January 5, 2023

We got to the peaks of 2021 on the back of cheap money, cheap labor, and cheap energy.  In 2022, we saw the beginnings of the reversal to all three themes.

Show All

Friday, July 29, 2022

Stocks and bonds falling together over an extended period is rare, however.  The degree to which both asset classes have fallen from their peaks this year is virtually without comparison.