Quarterly Insights

Monday, 10/28/2024

3rd Quarter 2024 Market Insights - Rate Cuts and Rotations - Economic Outlook and Investment Policy.

Sunday, 07/28/2024

2nd Quarter 2024 Market Insights – The Fed looks ready to cut in September – A slowing economy has been embraced by markets – Broader earnings growth is expected in 2H24 – Election year autumns typically present opportunity

Thursday, 04/25/2024

1st Quarter 2024 Market Insights - Improved Labor Supply Has Helped Slow Inflation - Resilient Demand Could Keep Rates High - Stock Market Leadership Broadened a bit in 1Q24 - Election Cycles Often = Volatility and Opportunity.

Wednesday, 01/31/2024

4th Quarter 2023 Market Insights - Private Credit Boom - Pivots and Landings - Economic Outlook and Investment Policy.

Wednesday, 10/25/2023

3rd Quarter 2023 Market Insights - Middle East Conflict - Summer Crosswinds

Friday, 07/21/2023

THE “MAGNIFICENT SEVEN” AND NARROW MARKET LEADERSHIP – The Magnificent Seven stocks have benefited from both the perceived safety of their business models and a wave of AI enthusiasm. – This group has added a combined $4.1 trillion of market capitalization in the last six months, roughly the size of Germany’s economy. – The best opportunities for valuation expansion in coming quarters are likely to be in the 493 non-Magnificent Seven S&P 500 stocks.