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 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…
2022 – Year in Review 2022 was a challenging year for markets, to say the least. As of market close on December 30th, the S&P 500 index closed at 3,840 to finish the year down 18.1%. This marked just the 12th time that the S&P 500 index has finished down double digits and the 7th…
Q4 2022 Market View This has been a challenging year for markets, to say the least. As of Sept. 30th, the S&P 500 index was down 24.77% year-to-date (YTD) and the Nasdaq was down 32.40%. This has marked the worst year for markets since the financial crisis and one of the worst three quarters on…