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Victor Beck & Hunter Beck

Q3 2023 Market View – Fed at the Finish Line

Quarterly Market ViewsBy Victor Beck & Hunter BeckJuly 7, 2023Leave a comment

Q3 2023 Market View – Fed at the Finish Line Introduction In this newsletter, we will address the advance in markets year to date, the inevitable end to the Fed’s rapid rate hiking campaign, equity market macro themes we are watching and believe will outperform in the second half of the year, and the AI…

Q2 2023 Market View – Opportunity in Crisis

Articles, Market View, Quarterly Market ViewsBy Victor Beck & Hunter BeckApril 3, 2023Leave a comment

Q2 2023 Market View – Opportunity in Crisis 2023 has started the way 2022 ended – volatile, macro-driven, and full of headlines driving sentiment all over the map. In this issue, we will discuss what we view to be some of the most important topics from the prior quarter, as well as some forecasts for…

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