Sunday, 04/20/2025

Quarterly Market Insights for 1st Quarter 2025

– The DeepSeek news initiated 1Q market pressure – Tariff angst amplified volatility up through April 2 – The bond market forced the April 9 de-escalation – Gold has outshined the USD, Treasuries, and Bitcoin – Diversification is an investor’s best friend in 2025

Saturday, 02/01/2025

Quarterly Market Insights for 4th Quarter 2024

4th Quarter 2024 Market Insights – Lowered recession risk = higher bond yields – White House focused on inflation and energy policy – AI data center buildout presents opportunities – Deregulation could more than offset tariff risks

Monday, 10/28/2024

Quarterly Market Insights for 3rd Quarter 2024

3rd Quarter 2024 Market Insights - Rate Cuts and Rotations - Economic Outlook and Investment Policy.

Sunday, 07/28/2024

Quarterly Market Insights for 2nd Quarter 2024

2nd Quarter 2024 Market Insights – The Fed looks ready to cut in September – A slowing economy has been embraced by markets – Broader earnings growth is expected in 2H24 – Election year autumns typically present opportunity

Thursday, 04/25/2024

Quarterly Market Insights for 1st Quarter 2024

1st Quarter 2024 Market Insights - Improved Labor Supply Has Helped Slow Inflation - Resilient Demand Could Keep Rates High - Stock Market Leadership Broadened a bit in 1Q24 - Election Cycles Often = Volatility and Opportunity.

Wednesday, 01/31/2024

Quarterly Market Insights for 4th Quarter 2023

4th Quarter 2023 Market Insights - Private Credit Boom - Pivots and Landings - Economic Outlook and Investment Policy.