Spring 2024 Investor Letter: Back-to-Back Double Digit Quarterly Returns
The fourth quarter of 2023 and the first quarter of 2024 each saw the S&P 500 Index generate a double-digit return. Since 1945 this marks only the eighth time…
The consumer, or personal consumption, accounts for nearly 70% of U.S. GDP and for that reason it is important to evaluate the overall health of the consumer…
Since the beginning of 2023 the S&P 500 Index is up 35.9% while at the same time the average total return of the so-called Magnificent Seven stocks is 159.1%…
As the year began, many strategists predicted up to six Fed Fund rate cuts by the Federal Reserve. The first cut was anticipated to occur in March but economic…
Improving Individual Investor Sentiment Maybe A Near Term Risk For Equities
The S&P 500 Index has been on an uptrend since late October. Over the past 14 weeks, the S&P 500 has generated a positive return in 13 of the weeks, with a…
Winter 2023 Investor Letter: Markets Like Presidential Election Years
Historically, equity markets have mostly generated favorable returns in presidential election years and 2024 is such a year. Investors experienced difficult…
