by Marketing | Jan 9, 2025 | Monthly Note
2025 January 2025: Looking to 2025 2024 December 2024: Giving Thanks November 2024: Portfolio Reminder, Election 2024 October 2024: Are You Appropriately Positioned? September 2024: How Do You Define Safe? August 2024: Custom vs. Production July...
by Marketing | Jan 2, 2025 | Market Updates
Bears Sound Smart; Bulls Continue to Make Money It was Déjà vu for the markets in 2024, as the S&P 500 returned 25.0%, officially entering into the third year of the current bull market rally. In fact, this was the first time since 1998 and 1999 that the...
by Marketing | Dec 20, 2024 | Blog, Charts
Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and the way they fit the unfolding puzzle of evidence: Joseph: The FOMC confirmed what the market had started to price in, that rates wouldn’t be cut as quickly as...
by Marketing | Nov 25, 2024 | Market Notes, Media Notes
Market’s ‘path of least resistance’ is higher: Portfolio manager
by Marketing | Nov 22, 2024 | Market Notes, Media Notes
How to Think About Nvidia’s Supply Constraints
