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  1. A Tale of Two Forecasts

    By John C. Ogle | jcogle@atlaspwm.com

  2. “If the Consumer is Healthy then Nothing Else Matters. If They’re Not, then it All Matters.” – Phil Estes

    By John C. Ogle | jcogle@atlaspwm.com
    It’s important to consider the methodology used by popular media outlets in reporting economic events. These outlets depend on increasing viewer numbers to attract advertisers and fund their business.

  3. Interesting Times in Investing… A Glimpse at the Road Ahead

    By John C. Ogle | jcogle@atlaspwm.com

    We in the investment field are living in rather interesting times, to put it mildly. Depending on one’s perspective, this might be a blessing or a curse.

  4. The Times They Are A-Changin’

    By John C. Ogle | jcogle@atlaspwm.com

    For those of you that are familiar with this classic Dylan folk song, the title is particularly pertinent to the economy, the capital markets, and to our active approach to asset allocation.

  5. John Ogle – Market Commentary, January 2023

    Uncertainty and optimism: looking at the global market and economy, a strong case could be made for both. In a recent video market commentary, Atlas PWM Chief Investment Officer John Ogle shared his thoughts and insights on the investing and economic landscape as 2023 begins in earnest.

  6. Principles of Long-Term Investing Resilience

    On December 8, 2022, the Atlas hosted webinar reviewed some key factors of market history, investor behavior, and how they relate to the current market conditions.

  7. Let’s Pause on Doom-Scrolling: An Examination of the Current Dynamics Affecting the Market

    By John C. Ogle | jcogle@atlaspwm.com

    We at Atlas came into the year with a defensive tilt to our portfolios, but as the year has progressed, we’ve been compelled to take further actions to reduce the level of credit exposure in our bond holdings as well as to reduce our international exposure on the equity side.

  8. Correction or Bear Market?

    By John C. Ogle | jcogle@atlaspwm.com

    We are being asked by some clients if we’re in a correction in 2022, or if it’s a bear market.

  9. At this time, analysts’ consensus seems to indicate that things will stabilize for the second half of 2022… Atlas’ CIO, John Ogle, shares an update on earnings reports to date.

    By John C. Ogle | jcogle@atlaspwm.com

    At the end of the first quarter this year, concerns over profitability in general, and more specifically profit margins, were at the forefront of many investors’ minds. With energy prices rising, inflation in general, and the war in Ukraine, forecasting the profitability of companies in the quarter was especially challenging.

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