Shawn Richards
Pick Your Poison
The immediate impact of war in Ukraine is the increased level of uncertainty across nearly all sectors and regions. This can be evidenced by
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Shawn Richards
- Feb 17
- 1 min
Out of the Frying Pan?
The easing of relative risk over the last month is likely due to relative normalization rather than improvement in the underlying...
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Shawn Richards
- Jan 17
- 1 min
‘The Winter of Our Discontent’
In many ways, COVID continues to dominate the economic outlook. This is especially true as the U.S. passes through the heart of winter....
6 views0 comments
Shawn Richards
- Jul 22, 2021
- 1 min
When is a Recovery not a Recovery?
From problems in China (non-performing loans & a clampdown on technology companies) to inflation, slowing employment growth, and...
8 views0 comments
Shawn Richards
- Jun 19, 2021
- 1 min
Heating Up Or Cooling Off?
While investors view the labor reports as evidence that the Fed will remain patient, persistent inflation pressures may force the central...
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Shawn Richards
- May 16, 2021
- 1 min
Dancing in the Streets?
Summer’s here (almost), and the time is right for dancing in the streets, or how the song goes. The reality is that even though there are...
11 views0 comments
Shawn Richards
- Mar 15, 2021
- 1 min
Mixed Signals
The sharp rise in long-term rates has muted growth in the broader market, and at this point, the S&P 500 is up <5% YTD. Historically the...
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Shawn Richards
- Jan 18, 2021
- 1 min
Same as it Ever Was
While the markets continue to push record highs, multiple risks to growth remain. These include delays to and unintended consequences...
7 views0 comments
Shawn Richards
- Oct 20, 2020
- 1 min
Trust the Polls or the Odds?
With 14 days until the U.S. election, the average of state polls indicate a landslide, while the betting markets are less conclusive.
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Shawn Richards
- Oct 16, 2020
- 1 min
Towards a Winter of Discontent
With the U.S. election in 18-days, the expectation is that most investors will turn defensive unless there is a breakthrough on stimulus
11 views
Shawn Richards
- Oct 1, 2020
- 1 min
Waiting for an October Surprise
With 33 days until the U.S. election, the race for the White House has shifted significantly in the past two weeks, with our model giving in
28 views
Shawn Richards
- Sep 16, 2020
- 1 min
Mixed Messages
The sell-off was technical and has not been enough to slow markets as the S&P 500 is more nearly 48 percent since its low on March 23rd. How
19 views0 comments
Shawn Richards
- Sep 15, 2020
- 1 min
Slip Slidin' Away
With 48 days until the U.S. election, the race for the White House has moved decidedly favor of the Republican candidate ...
47 views
Shawn Richards
- Jul 5, 2020
- 1 min
Is the Free Market Dead?
Central bank interventions, while buoying investors, have distorted the markets...
8 views0 comments
Shawn Richards
- Apr 15, 2020
- 1 min
MMXX: ANNUS HORRIBILIS
The spread of the COVID-19 virus is a human tragedy, and the Federal Reserve has buoyed investors, half measures and incompetence are decima
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Shawn Richards
- Mar 16, 2020
- 1 min
'The End of the Beginning'?
375 Park Associates Risk Index for March 2020
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