Saturday, 02/01/2025
Quarterly Market Insights for 4th Quarter 2024
4th Quarter 2024 Market Insights – Lowered recession risk = higher bond yields – White House focused on inflation and energy policy – AI data center buildout presents opportunities – Deregulation could more than offset tariff risks
Monday, 10/28/2024
Quarterly Market Insights for 3rd Quarter 2024
3rd Quarter 2024 Market Insights - Rate Cuts and Rotations - Economic Outlook and Investment Policy.
Sunday, 07/28/2024
Quarterly Market Insights for 2nd Quarter 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
Quarterly Market Insights for 1st Quarter 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
Quarterly Market Insights for 4th Quarter 2023
4th Quarter 2023 Market Insights - Private Credit Boom - Pivots and Landings - Economic Outlook and Investment Policy.
Wednesday, 10/25/2023
Quarterly Market Insights for 3rd Quarter 2023
3rd Quarter 2023 Market Insights - Middle East Conflict - Summer Crosswinds
