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Investment Newsletter 2nd Quarter 2024

Market Recap In the second quarter of 2024, the U.S. economy remained resilient in an environment where inflation and interest rates remained higher than expectations. Tighter monetary policy was offset by accommodative fiscal policy, and a still strong US consumer. The S&P 500 Index gained nearly 4.5% in the quarter, [...]

2024-07-12T15:08:52+00:00July 12, 2024|Economics, Investing|

Investment Newsletter 1st Quarter 2024

Market Recap In the first three months of 2024, the U.S. economy remained resilient despite short-term interest rates sitting near 20-year highs. Noteworthy in the quarter was the continuing robustness in the labor market, stronger-than-anticipated corporate earnings, and a convergence of market participants’ aggressive forecast of rate cuts with the [...]

2024-04-11T00:23:07+00:00April 11, 2024|Economics, Investing|

Investment Newsletter 3rd Quarter 2023

Market Recap What a difference a year makes. In 2022, high inflation and the Fed’s commitment to tame it, led to sharply rising interest rates and negative returns for both stocks and bonds. In 2023, much to the surprise of many forecasters, global stock and bond markets ignored widespread expectations [...]

2024-01-11T22:31:33+00:00January 11, 2024|Economics, Investing, News|

Investment Newsletter 3rd Quarter 2023

Market Recap The S&P 500 reached a 2023 high at the end of July before selling off 7.5% through August and September to finish the quarter down 3.3%. Year-to-date the index remains up a solid 13%. Smaller-cap stocks (Russell 2000) also had momentum early in the quarter but changed course [...]

2023-10-11T22:51:23+00:00October 11, 2023|Economics, Investing|

Investment Letter 2nd Quarter 2023

Market Recap Global equities continued to rally in the second quarter, led by surging U.S. mega-cap technology and growth stocks, particularly anything related to Artificial Intelligence (AI). The S&P 500 index gained 6.6% in June and 8.7% in the second quarter, driving its year-to-date return to 16.9% overall. The technology [...]

2023-07-11T20:54:44+00:00July 11, 2023|Economics, Investing|

Investment Letter 1st Quarter 2023

Market Recap Despite the stress in the banking system, including the failure of Silicon Valley Bank, global equity markets held up remarkably well in March and posted solid returns for the quarter. The S&P 500 index was up 3.7% in March and gained 7.5% in the first quarter. Developed international [...]

2023-04-11T12:23:26+00:00April 11, 2023|Economics, Investing, News|

Investment Letter 4th Quarter 2022

Market Recap An extremely difficult year in the financial markets ended with a thud for U.S. stocks. After a 14% rally in October and November, the S&P 500 Index dropped 5.8% in December to close out the year with an 18.1% loss, its largest annual decline since 2008. Foreign stock [...]

2023-01-10T22:24:01+00:00January 10, 2023|Economics, Investing|
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