“You can't predict. You can prepare.” - Howard Marks June was a mixed month for equity investors. Large cap indexes continued their upward assent as the small-cap and mid-cap indexes retreated for the second straight month. International equities – laggards for the past decade – have at least …  Read More
Stock Market Commentary– June 2024
“You can't predict. You can prepare.” - Howard Marks While there has been a divergence in 2024 amongst the various equity indexes we follow, May was a positive month across the board. The S&P 500 has been the best performing year-to-date, with the mid-cap S&P 400 lagging and the …  Read More
Stock Market Outlook 2024
As we embark on a new year, the financial landscape presents a complex tapestry of opportunities and challenges. It is our belief that 2024 is poised to be a pivotal one for the stock and bond markets, shaped by a confluence of economic, political, and technological factors. The global economy …  Read More
Stock Market Commentary– October 2023
“If it's obvious, it's obviously wrong.” - Joe Granville September was a month of suffering for most of the financial indexes we follow. For the equity indexes, both US and international indexes posted negative returns for the month, with the US small cap and emerging markets indexes turning …  Read More
Monthly Stock Market Review – July 2022
“The two most powerful warriors are patience and time.” - Leo Tolstoy “You can't predict. You can prepare.” - Howard Marks July is historically one of the best months of the year for investors. July 2022 did not disappoint with the stock market indexes we follow producing solid gains for the …  Read More