Author: Jason

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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Early Take on the Omicron Variant

This morning on Face the Nation, Dr. Scott Gottlieb asked four important questions which we will learn the answers to in the coming weeks. 1)      Is…

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The New Reality

Q3 2021 Compass Review Last quarter we reached an inflection point, and the markets are trying their best to adjust. Part of that adjustment is simply…

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Diagnosing the Economy: Q3 2021 Review

The economy and markets are often described in medical terms, as if we were diagnosing every economic cycle and had a prescription for every market illness.  …

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The Case For Stock Selection

The performance of our stock portfolios is largely dependent on the performance of the broad stock market.  This is not an accident.  We purposely select stocks…

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Where do we go from here?

Since the onset of Covid 19 the US government earmarked $5 Trillion for financial relief, small-business loans, bailouts, PPE, state aid, and vaccine development.  That is…

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