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…
With much of the attention placed on a few mega cap stocks, partly due to their focus on artificial intelligence (AI,) among other favorable operational…
Equity Funds Experiencing Outflows In Spite Of A Strong Stock Market
It is often said that actions speak louder than words and for investors, there seems to be quite a divergence. By many sentiment measures investors are…
Without a doubt U.S. equity market returns have been exceptional this year, specifically for mega cap stocks. The year-to-date return for the capitalization…
Keeping An Eye On The Unemployment Rate As A Recession Signal
A year ago many strategists were predicting the U.S. economy would be in a recession by this time in 2023. Far from a recession though, the economy continues…
The third quarter market performance started strong as companies reported stronger second quarter earnings due to subsiding input costs. Year-over-year margin…
One aspect of the equity market advance this year is investors' heightened focus on a handful of stocks some are referring to as the "Magnificent Seven." Thes…
