Apr 24, 2024
Fabulous Four The stock indexes started 2024 with a bang. It was not because of the Beatles though! The great start was powered by a different Fab Four. As we closed out the 1st quarter of 2024, the term magnificent seven stock gang...
Feb 3, 2023
The Fed and QT? We have had a fair number of clients ask what Quantitative Tightening is, so we decided to delve into the basics. The technical definition of Quantitative Tightening (QT) is: Quantitative tightening (QT) refers to monetary policies that contract, or...
Nov 3, 2022
https://
Oct 25, 2022
History and Perspective When making investments, we believe having a sense of history is extremely important. Especially when dealing with a year like 2022 where there has been no safe place to invest. Let us look back almost 50 years to 1974…what were some of the...
Jul 14, 2022
Hitting the Brakes The first six months of 2022 have not been short on downside volatility. The Ukraine/Russia conflict is certainly a factor, but we think the larger driver of the markets has been the proverbial free money punchbowl being taken away. Inflation was...
Jan 24, 2022
Acronym Soup As we begin the new year, we always review the prior year on Wall Street. The clear winner once again was big US companies for the 5th year in a row. Less than 10 companies are dictating the S&P 500 returns which has been the case for a while now and...
