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2024 Mid-Year Market Review

Portfolio Considerations Given that US equity markets are at all-time highs led by technology, it is time to start re-balancing to undervalued sectors like Utilities, Consumer Staples, and REITs. Economy and Earnings Growth The famed investor Stanley Druckenmiller once said, “that the only good economist I’ve found is the stock market”. There are a lot […]

2023 3rd Quarter Market Review

After a rally in July, the S&P 500 turned lower registering a negative return of -3.27% for Q3 but still positive on the year ending the third quarter at 13.06%1.  Inflation has meaningfully slowed since the June 2022 multi decade high of 9.1%1  Any hopes of a sustained rally on cooling inflation in the third […]

2023 Mid-Year Market Review

Mid-Year Market Review—Better than feared, and the “Magnificent Seven” Stocks have climbed a formidable wall of worry as the collateral damage from banking turmoil was not as severe as feared. The first half of 2023 turned out to be a good period for investors: global equities have returned about 17%i. “AI” has become a household […]

Q1 2023 Market Summary

MARKET PERFORMANCE After a year of historic double-digit losses in both equities and fixed income in 2022, stocks and bonds delivered positive returns in the first quarter of 2023. The S&P 500 Index returned 7.50% and the Bloomberg U.S. Aggregate Bond Index returned 2.96%, a solid start for both benchmarks. Growth stocks, led primarily by […]

2022 Market Review and 2023 Outlook

Hello and welcome to our review of 2022 and outlook for 2023.  Thank you for reading. Last year was historically bad for markets, with the very rare event of coinciding negative returns for both stocks and bonds happening for the third time in recorded history.  In addition to that, the bond market produced its worst […]