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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

Shawn Richards
Mar 20, 20221 min read
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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...

Shawn Richards
Feb 17, 20221 min read
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‘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....

Shawn Richards
Jan 17, 20221 min read
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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...

Shawn Richards
Jul 22, 20211 min read
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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...

Shawn Richards
Jun 19, 20211 min read
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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...

Shawn Richards
May 16, 20211 min read
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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...

Shawn Richards
Mar 15, 20211 min read
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Be Tactical with Greg Thomas
In this episode, 375 Park Associates Managing Director, Greg Thomas, joins Simon Severino to discuss challenges facing organizations in...

Shawn Richards
Feb 7, 20211 min read
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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...

Shawn Richards
Jan 18, 20211 min read
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Too Close for Comfort
With five days until the U.S. election, the average of state polls indicate the race has tightened, while the betting markets lean...

Shawn Richards
Oct 29, 20201 min read
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Investor Connect – Greg Thomas of 375 Park Associates
375 Park Associates Managing Director, Gregory Thomas joins Hall T. Martin from TEN Capital Network

Shawn Richards
Oct 1, 20201 min read
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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

Shawn Richards
Oct 1, 20201 min read
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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

Shawn Richards
Sep 16, 20201 min read
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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 ...

Shawn Richards
Sep 15, 20201 min read
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And the Band Played On
Even as public health officials have failed to stop the spread of COVID-19 and several states are considering the reimposition of lockdowns,

Shawn Richards
Jul 17, 20201 min read
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Is the Free Market Dead?
Central bank interventions, while buoying investors, have distorted the markets...

Shawn Richards
Jul 5, 20201 min read
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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

Shawn Richards
Apr 15, 20201 min read
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'The End of the Beginning'?
375 Park Associates Risk Index for March 2020

Shawn Richards
Mar 16, 20201 min read
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