Market Perspective Video | June/July 2023

Krilogy’s newest Market Perspective video his here: Kent Skornia and John McArthur give their perspectives. With markets having bounced meaningfully in the first half of the year amidst a pessimistic backdrop at the end of 2022, the current environment becomes a little trickier for investors, as they discuss current market conditions and explore what may lie ahead. Important Disclosures

Market Perspective Video | May 2023

Krilogy’s John McArthur (CIO) and Kent Skornia (CEO) look back on the markets in May and look forward to what June brings. Plenty of noise and headlines are currently present in the market to distract and influence investors in their decision making. We discuss the importance of discipline and process and why it’s important to be mindful of recency bias…

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Krilogy Market Update November 2022

Market Perspective Video | November 2022

As we approach the final stages of 2022, opportunities exist in both the stock and bond market, which have both discounted quite a bit in looking forward to 2023. We assess the current environment and what is taking place below the surface of the market indices. Important Disclosures

July 2022 Krilogy Market Perspective Video Web

Market Perspective Video | July 2022

Krilogy’s Kent Skornia (CEO) and John McArthur (CIO) assess the current investing environment. Earnings, inflation and a tightening monetary policy alongside an economic slowdown, point towards a potential Recession. They explore portfolio strategy and considerations beyond publicly traded stock and bonds. Important Disclosures

Market Perspective Video | June 2022

The S&P officially entered a bear market in June. Krilogy President and CEO Kent Skornia and Chief Investment Officer John McArthur share their thoughts on the Fed and how they are working toward demand destruction, with all eyes on whether the Fed is slowing down inflation in this strong labor market. Kent and John also discuss how the market selling…

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Krilogy June 2022 Market Update

Market Perspective Video | May 2022

Due to a variety of influences, the beginning of 2022 has been the 4th worst start in the history of the stock market. In this timely video, Krilogy President and CEO Kent Skornia and Chief Investment Officer John McArthur discuss current market conditions and stock performance. Kent and John discuss the factors impacting performance, current and anticipated potential conditions, and…

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Market Update | March 30, 2022

I’d like to provide some color and context around the emerging topic of recession. Before we begin to dive too deeply, I think it’s worthwhile to compare the declines in the stock market this year relative to other historically large sell-offs in non-recessionary periods. As you can observe in this chart from JP Morgan, the low we’ve seen thus far…

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Market Update | February 25, 2022

While there is plenty to discuss in the equity markets, I’d be remiss to not first acknowledge the suffering and tragedy that the people in Ukraine are experiencing. Here is to hope and prayer, that the devastation and loss of life is mitigated as much as possible. It’s been slightly more than 24 hours since the Russian Invasion of Ukraine…

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Krilogy Financial

February Market Perspective

Good afternoon, with minimal financial market volatility in 2021, it’s evident the pendulum has swung in the opposite direction here in early 2022. I’d like to zoom out and paint the picture as to why things aren’t as bad as perhaps perceived and to help explain some possible causes of this market turbulence. This first chart is a view of…

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Krilogy Financial

January Market Perspective

As 2022 is underway, I’d like to detail a few market cross-currents that will likely have influence over the course of the year. A few of these factors include the inflation dynamic, consumer spending, corporate profit margins, and Fed Policy. With the recent Consumer Price Index print of 7% YOY, it’s fair to say the Fed has underestimated inflation, relative…

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