Author: Jason

Q1 2023 Compass Review

A major crisis. Accommodative monetary policy to save the system.  Lower long-term interest rates. Financial and energy stocks priced for a major recession.  Large cap tech…

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Q4 2022 Compass Review

The world got a whole lot poorer last year.  There was almost nowhere to hide.  The S&P finished down 20% and the Nasdaq lost 33%.  Even…

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The End of the Free Lunch

In our last letter we warned that there are major changes happening in the world economy: “The Times Are Changing”.  In this letter we would like…

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Compass Turns 25

In 1997 Bill and Carolyn founded Compass.  After a combined 23 years with major brokerage firms, they wanted something better; better technology, less bureaucracy, lower expenses…

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Q3 2022 Compass Review

According to the University of Michigan Consumer Sentiment Index, consumers feel as bleak as they did during the great financial crisis 15 years ago.  At the…

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Compass Sponsors Fairfield Paddle Fest

Fairfield Paddle Fest – September 10th, 2022 The Fairfield Rotary Club, along with our premier sponsor, Compass Asset Management, is proud to announce it will host…

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Q2 2022 Compass Review

Last quarter we said: “We were welcoming the correction as a necessary adjustment in speculative excess that in the long run would threaten market stability.”   So,…

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Between a Rock and a Hard Place

The Federal Reserve is stuck between a rock and a hard place.  Since the Great Financial Crisis, the Fed was able to implement expansionary monetary policies…

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Q1 2022 Compass Review

The quarter started off predictably enough with December’s market weakness continuing to reflect fear of war, Fed tightening, deflation of the growth stock bubble and supply…

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The Times They are a Changing

Change is generally gradual. It progresses so slowly that it goes unnoticed until there is an inflection point, an event or events that make the new…

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