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Kavar Commentary

Kavar Canvas

You Can’t Live in the Lab

By: Douglas G. Ciocca Attribution is reflexive in managing money.  Understanding why things happen in markets is critical for a variety of reasons:  1) It’s formative philosophically; 2) It helps to avoid future mistakes and; 3) It triggers tactical transitions. Often, as the saying...
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Be Curious, Not Judgmental

By: Douglas G. Ciocca After a fantastic finish to 20211, US stock markets have stumbled to start the new year.  As of this writing, all major indices are lower after 2 weeks of trading in ‘22 and the resounding rationale regularly references: Covid persistency...
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Market Updates

Market Update – October 1st, 2023

The last couple months in the financial markets had a Deja Vu to ’22 feel to them.  Cross-asset class correlations were running high, pretty colors on pie charts were just running and every interviewee, analyst and commentator seemed to tilt negative.  The market’s muscle...
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Investment Research Note – July 12th, 2023

At the halfway point of the year, markets have thus far defied the pervasive bearishness and widely held narrative that the economy was due for a Fed-induced slowdown that characterized the outlook for the year.  US markets have rallied strongly, driven by the largest...
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Inflection Points

Disclaimer: The views and graphics expressed herein are those of Kavar Capital Partners, LLC and are subject to change at any time based on market and other conditions, as are statements of financial market trends, which are based on current market conditions. This information should not be considered as investment advice or a recommendation of any particular security, strategy or investment product. Past performance does not ensure future results.

Charts and graphs have limitations, are for illustrative purposes only, and are not intended for use in selecting securities. The Kavar Canvas is not a formula or method of analysis, but a market commentary. Articles do not necessarily reflect the investment position or the strategies of our firm. Kavar Capital Partners, LLC’s web site is meant for the education and enjoyment of those who choose to use it. The use of our website does not create an adviser-client relationship.

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