4th Quarter 2023: A Catalyst-Driven Rally for Investors
Market Overview Stocks enjoyed a broad and powerful rally in the fourth quarter as the major US stock indices posted […]
Category: Quarterly Comments
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3rd Quarter 2023: Rising Rates Create Opportunities…And Risks
Market Overview Stocks had a strong start to the third quarter before pulling back in August and September. Overall, the […]
2nd Quarter 2023: The Return of Guarded Optimism
Market Overview Last quarter began with markets still in the throes of the regional bank crisis following the March failures […]
1st Quarter 2023: Markets Show Resilience to Start 2023
Markets Show Resilience to Start 2023! The S&P 500 kicked off 2023 with a first quarter total return of 7.5%. […]
4th Quarter 2022: Opportunity Set is Growing Despite Fears
Bonds are Back! As we highlighted last quarter, we believe the interest rate increases and inflation fears of 2022 have […]
3rd Quarter 2022: Looking Beyond Risks
Looking Beyond the Risks “When you see only problems, you’re not seeing clearly.” – Phil Knight, Shoe Dog: A Memoir […]
