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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Investment Management Newsletter - 1st Quarter 2023
The regional bank event in mid-March seemed much more like a bank sprint than a bank run.
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Investment Management Newsletter - 4th Quarter 2022
While 2022 saw some normalization on Main Street with most remaining mask mandates dropped, school norms returned, and employees returning to the office, Wall Street saw anything but normalcy.
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Investment Management Newsletter - 3rd Quarter 2022
This year’s market volatility has been spread across risky assets and safe havens alike...
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