2025: A Surprisingly Good Year Given the headlines from January through December, one could certainly be forgiven if they assumed the stock market was down for 2025. Though the market definitely struggled through mid-April (especially just after …
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Musical Investment Chairs – When Will the Music Stop?!
It All Doesn't Matter... Until It Does The markets continue to move upward, despite persistent inflation, ballooning national debt, tariffs taking effect and a general uneasiness both near and far. It's said that the stock market does not …
Musical Investment Chairs – When Will the Music Stop?!Read More
Private Equity- Sounds Fancy… It’s Not
The Fall and Rise and... Who Knows?! April 2 marked the famed (infamed??) Liberation Day by President Trump declaring tariffs on nations' goods near and far. The stock market promptly plummeted. Then, the President said there'd be a 90 day pause on …
Uncertainty On Purpose
2025 - Off to a Rocky Start As the Trump Administration settles in (unsettles in?) we already see that the general theme is uncertainty as 'job 1 '. It's too early to fully know whether the factors that comprise this uncertainty will work out …
Beware Investment Themes Du Jur
A 2024 That Few Expected; 2025? 2024, though ending with a bit of a thud, was a strong year overall in the market. However, the strength was very narrowly focused and most stocks did not experience the same degree of tailwind. International, small …
The More Things Change, the More….
The Few, The Proud The U.S. Marines have a saying for recruits: ‘The few, the proud’. It is catchy and simple and fits who Marines are. The same expression applied to the stock market during the first half of 2024. The S&P 500 and Nasdaq …
Beware Investment Themes Du Jour/Annee
And Then There Was One? 2023’s strong stock market returns were primarily fueled by the Magnificent Seven – Apple, Alphabet (Google), Amazon, Meta, Microsoft, Nvidia and Tesla. If you didn’t hold a sizable amount of those seven stocks, you likely …
Human Nature & the Choices We Make
2024: Off and Running The 2024 stock market has gotten off to a strong start, keeping the momentum going from last year. However, some market indices exaggerated the story of the fortunes of the typical stock in Q1. That is because the Nasdaq …
2023: An Unexpected and Nice Surprise
Farewell Frothy 2023 2023 was an unusual year in the markets, even while recognizing that most years are at least somewhat unusual. After a tough 2022, stocks subtly, then notably, bounced back in 2023, with the ' Magnificent Seven' (Apple, …
Does Buffett Herd Goats?
Wall Street is Looking Behind Again At the end of 2022, after a tough year in both the stock and bond markets, many Wall Street observers claimed the ‘sixty-forty portfolio’ (60% stocks and 40% bonds) was dead. Yes, in 2022, that strategy didn’t …
All Isn’t What It Appears to Be!
A Very, Very Narrow Market 2023 to date has been the year of massive growth stocks such as Apple, Alphabet (Google), Amazon, Microsoft, Nvidia and Netflix. It shows in the various index performances: while the Dow Jones Industrial Average was up …
Who Turned On/Off the Lights?!
A Light Switch Change As we moved into 2023, it was like a light switch was flipped: what struggled last year suddenly rocketed upward. Netflix was up 20%, AirBNB up 30% and Tesla up 60%...in January alone! Why is it that a flip of the …