Shawn RichardsMar 201 minPick Your PoisonThe immediate impact of war in Ukraine is the increased level of uncertainty across nearly all sectors and regions. This can be evidenced by
Shawn RichardsFeb 171 minOut 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 RichardsJan 171 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....
Shawn RichardsJul 23, 20211 minWhen 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 RichardsJun 19, 20211 minHeating 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 RichardsMay 16, 20211 minDancing 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 RichardsMar 15, 20211 minMixed SignalsThe 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 RichardsFeb 7, 20211 minBe Tactical with Greg ThomasIn this episode, 375 Park Associates Managing Director, Greg Thomas, joins Simon Severino to discuss challenges facing organizations in...
Shawn RichardsJan 18, 20211 minSame as it Ever WasWhile the markets continue to push record highs, multiple risks to growth remain. These include delays to and unintended consequences...
Shawn RichardsOct 29, 20201 minToo 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 RichardsOct 1, 20201 minInvestor Connect – Greg Thomas of 375 Park Associates375 Park Associates Managing Director, Gregory Thomas joins Hall T. Martin from TEN Capital Network
Shawn RichardsOct 1, 20201 minWaiting for an October SurpriseWith 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 RichardsSep 16, 20201 minMixed MessagesThe 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 RichardsSep 15, 20201 minSlip Slidin' AwayWith 48 days until the U.S. election, the race for the White House has moved decidedly favor of the Republican candidate ...
Shawn RichardsJul 17, 20201 minAnd the Band Played OnEven as public health officials have failed to stop the spread of COVID-19 and several states are considering the reimposition of lockdowns,
Shawn RichardsJul 5, 20201 minIs the Free Market Dead?Central bank interventions, while buoying investors, have distorted the markets...
Shawn RichardsApr 15, 20201 minMMXX: ANNUS HORRIBILISThe spread of the COVID-19 virus is a human tragedy, and the Federal Reserve has buoyed investors, half measures and incompetence are decima
Shawn RichardsMar 16, 20201 min'The End of the Beginning'?375 Park Associates Risk Index for March 2020