Portfolio Reminder: Election 2024

Portfolio Reminder: Election 2024

It’s the weekend before the election and I want this month’s note to serve as a quick reminder of What Matters. The linked post is from July of this year and we wouldn’t change a word. If you need more election specific commentary, Dave wrote an incredible Election...
Portfolio Reminder: Election 2024

Are You Appropriately Positioned?

The Fed cut 50bps in September and expects more rate cuts to come. They are not alone as central banks around the world are cutting rates. September saw the most rate cuts since 2020.     JL digs further into the Fed’s positioning in a great post last week:...

The Market in Pictures, December 30

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:   Dave: No shortage of big market stories this year, but among the most widely felt may be the...