Our last quarterly piece predicted an uptick in volatility in 2025, and that certainly came true. It feels a little strange to comment on the first
Last Wednesday, President Trump announced a 10% universal tariff, along with higher tariff rates for countries with large trade deficits or high
The third quarter of 2024 continued the remarkable trend we’ve seen this year, delivering strong market performance and optimistic economic data. Up
Half of 2024 is officially behind us, and markets are still up, short-term bond yields remain high, the Federal Reserve has yet to lower rates, and
Happy New Year, and welcome to 2025! 2024 was a good year for the market, with the S&P 500 bringing in back-to-back double-digit returns. After
After the first quarter of 2024, there is little change since our last writing. Market momentum is still strong and there are even fewer signs of the
Happy New Year and welcome to 2024. Looking back from where we were a year ago, 2023 gave most investors a positive surprise. In December of 2022, the
As we move into the final quarter of 2023, the first half’s market rally has slowed in Q3. Year to date, the S&P is still up 12% and the
We made it to the halfway point of 2023, and like the first quarter, the market has continued to rally. Year to date, the S&P is up almost 17%,
The first quarter of 2023 is already behind us and what a change from our last note. Year to date the S&P is up 7.5%, the Nasdaq is up 17%, and
