Investment Management Newsletter – 3rd Quarter 2024
It seems like every market commentary since the beginning of 2023 could not avoid discussing the dominance of a handful of Large Cap technology stocks often referred to as the “Magnificent Seven.” The stellar returns for these seven...
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Investment Management Newsletter - 2nd Quarter 2024
While the presidential debate on June 27, 2024, did not go as planned for Democrats, causing many to question...
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Investment Management Newsletter - 1st quarter 2024
After Super Tuesday on March 5, 2024, the presidential candidates for the November election were all but determined.
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Investment Management Newsletter - 4th quarter 2023
Economist John Kenneth Galbraith once commented, “The only function of economic forecasting is to make astrology look respectable.”
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Investment Management Newsletter - 3rd Quarter 2023
As of quarter-end, the return on the S&P 500 so far this year was 13.1%, but that masks a dramatic difference in returns for value stocks, which were up 1.8% (Russell 1000 Value) and growth stocks...
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Investment Management Newsletter - 2nd Quarter 2023
“Did a person write this newsletter or was it ChatGPT?” We can assure you this quarter’s newsletter is an old-school collaboration of humans—same as always.
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