“Stay humble or the market will do it for you.” – Todd Harrison August, what we have observed to be a month that can be hard on investment returns, turned out to be a decent month for investors. US large cap stocks did well, with the Dow Industrials and S&P 500 both posting positive gains. …  Read More
Stock Market Commentary: August 2024
“The point of investing, after all, is not to have a great story to tell; the point of investing is to make money with limited risk.” - Seth Klarman While we do not make big, declarative statements on the markets, we see the market action in July as a possible turning point for the markets. …  Read More