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Investment Management Newsletter - 2nd Quarter 2024

Investment Management Newsletter - 2nd Quarter 2024

07.11.2024 Newsletters

While the presidential debate on June 27, 2024, did not go as planned for Democrats, causing many to question...

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Investment Management Newsletter - 1st quarter 2024

Investment Management Newsletter - 1st quarter 2024

04.15.2024 Newsletters

After Super Tuesday on March 5, 2024, the presidential candidates for the November election were all but determined.

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Investment Management Newsletter - 4th Quarter 2023

Investment Management Newsletter - 4th Quarter 2023

01.17.2024 Newsletters

Economist John Kenneth Galbraith once commented, “The only function of economic forecasting is to make astrology look respectable.”

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Investment Management Newsletter - 3rd Quarter 2023

Investment Management Newsletter - 3rd Quarter 2023

10.12.2023 In The News Newsletters Featured

As of quarter-end, the return on the S&P 500 so far this year was 13.1%, but that masks a dramatic difference in returns for value stocks, which were up 1.8% (Russell 1000 Value) and growth stocks...

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Investment Management Newsletter - 2nd Quarter 2023

Investment Management Newsletter - 2nd Quarter 2023

“Did a person write this newsletter or was it ChatGPT?” We can assure you this quarter’s newsletter is an old-school collaboration of humans—same as always.

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Thoughts on the debt ceiling, x-date, and default risk

Thoughts on the debt ceiling, x-date, and default risk

05.15.2023 Market Updates
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