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Friday, December 13, 2024

As 2025 approaches, there are reasons to remain cautiously optimistic. Cautious because no market environment is ever permanent, and change is always potentially around the corner. Optimistic because constructive long-term technology trends

Friday, October 18, 2024

With just under a month to go until Election Day, 2024 has not been a standard election season. Even compared to prior cycles, the 2024 U.S. presidential election is likely to be marked by significant uncertainty, and the growing...

Wednesday, October 2, 2024

The Fed delivered a 50 basis-point cut in rates with a clear message they are committed to full employment. The decision to cut rates was not unanimous, but Chairman Jerome Powell mustered some consensus among the hawks and doves on...

Tuesday, August 6, 2024

Well, our quiet summer lull has been awoken with a sudden jolt due to soft economic data last Friday followed by a Monday morning unwind of stock positions related to something market participants call the 'carry trade' ...

Tuesday, July 16, 2024

Dear Valued Investor, LPL Research recently unveiled Midyear Outlook 2024: Still Waiting for the Turn, the semi-annual report that recaps where markets and the economy have been over the first half of 2024. I am excited to bring you a...

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Wednesday, July 3, 2024

Stocks finished the first half of the year the same way they started — with solid gains. Strong rallies from big tech names, combined with somewhat softer economic and inflation data, helped propel the S&P 500 to its seventh monthly...

Thursday, June 27, 2024

The Fed’s preferred inflation measure held steady in April at 2.8% annually but is likely to come down further over the balance of the year as the economy slows and higher interest rates continue to impact big-ticket purchases...

Wednesday, January 24, 2024

Inflation expectations over the next 12 months have convincingly improved, giving the Federal Reserve (Fed) reasons to pivot. We will likely notice improving inflation dynamics later this week.  Risk appetite improved as...

Friday, December 29, 2023

Following on from November’s “Turkey Rally”, December defied weaker recent seasonality trends and delivered a present for investors in the form of outsized stock market returns.  Now as we move into January and...