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Investment Newsletter 3rd Quarter 2023

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

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 [...]

Investment Newsletter 3rd Quarter 2023

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

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 [...]

Investment Letter 2nd Quarter 2023

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

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 [...]

Investment Letter 1st Quarter 2023

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

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 [...]

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