On February 2, 2023, SouthCol Advisors Founder James Lumberg presented the fourth quarter market review, “Emerging Light?”
Read the Q4 2022 Investor Letter here.
| Segment Time | Segment Content |
| 00:00 – 00:29 | Introduction |
| 00:29 – 02:44 | Equity Markets YTD 2023 2023-01-30 |
| 02:44 – 03:35 | S&P 500 Sector Performance YTD 2023 |
| 03:35 – 04:27 | Bonds: 10-year Treasury Yield – Trailing 180 Days |
| 04:27 – 05:41 | Treasury Yield Curve |
| 05:41 – 06:20 | Where We Left Off: Climbing The Wall of Worry |
| 06:20 – 07:30 | Where We Are Now: Fed Chair Prepared Comments |
| 07:30 – 09:00 | Inflation | Changes in US CPI since 1965 |
| 09:00 – 09:54 | U.S. Gross Domestic Product |
| 09:54 – 11:08 | U.S. Employment and Job Market |
| 11:08 – 12:00 | U.S. 30-Year Mortgage Rates |
| 12:00 – 12:51 | Federal Funds Rates |
| 12:51 – 13:09 | Looking Forward |
| 13:09 – 13:51 | S&P 500 Earnings |
| 13:51 – 15:04 | Quarterly U.S. Corporate Earnings & 2023 Estimates |
| 15:04 – 16:22 | A Case for Optimism |
| 16:22 – 18:04 | Impact of Possible Escalation in the Russian War? |
| 18:04 – 18:56 | Fund Performance as of February 1, 2023 |