October 24th, 2023
Equity markets have rebounded in 2023 while the bond market has declined slightly so far this year. What does the balance of 2023 and 2024 hold in store for investors? How will elevated interest rates impact the economy and the equity markets? Will the Fed raise interest rates one more time in 2023 or 2024? When will the […]
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September 30th, 2023
September 30, 2023 “If there’s one thing that’s certain in business, it’s uncertainty.” – Stephen Covey, Author, Educator and Businessperson The third quarter ended with many of our strategies flat to somewhat down for the quarter despite a good start in July, which was washed away by seasonally poor September performance (September was a very […]
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June 30th, 2023
June 30, 2023 “You must force yourself to consider opposing arguments. Especially when they challenge your best loved ideas.” – Charlie Munger The second quarter and first half of the year, from an investment standpoint, offered many challenges, but resulted in bifurcated yet positive results. More growth-oriented companies saw a decisive comeback from last year’s […]
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March 31st, 2023
March 31, 2023 “Out of intense complexities intense simplicities emerge.” – Winston Churchill The first quarter of 2023 was highlighted by positive results for the major indices despite significant volatility and what we will call, at this point, a mini banking crisis. This crisis, in our opinion, was brought on by the meteoric rise in […]
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February 16th, 2023
2022 was a difficult year for most markets. What does 2023 hold in store? How will elevated interest rates impact the economy and the equity markets? How much farther will the Fed go in raising interest rates in 2023? When will the next recession begin and how severe will it be? These are just some […]
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