Tuesday, 10/28/2025
Quarterly Market Insights for 3rd Quarter 2025
– The labor market has the Fed’s attention – Shutdowns typically have a limited market impact – Central banks have been the backbone of gold rally – The AI investment boom has accelerated – Megacap tech and small caps were 3Q25 winners
Tuesday, 07/29/2025
Quarterly Market Insights for 2nd Quarter 2025
– Tariff pivot defused April market panic – China trade truce further stoked market rally – AI CapEx and tariff pull-forward drove 1Q25 earnings – Front-loaded OBBBA supported steeper yield curve – Big Themes: AI Buildout, Reshoring, Deregulation
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
