4th Quarter 2022

Higher for longer seems to be the message from the Fed. But there sure seems to be a lot of positive signs out there. You just have to look at […]

In a market full of twists and turns, we got thrown a HUGE curveball this quarter. And, oddly enough, that curveball was a very stable market! For the quarter the […]

As time moves on, it seems that the themes we’ve been discussing keep unfolding as we suspected. Now we are seeing Central Bankers printing money again, the market rallying, and […]

We seemed to be treading water for most of the year…until this quarter came along. Last newsletter we talked about how earnings were booming, but the market was only going […]

This newsletter is coming out at a very important time for the market. We’ve got the election upcoming and with that there are very important consequences. Furthermore, the fundamentals underlying […]

Although the S&P 500 began to show some volatility near the end of the 2nd quarter, the index still posted solid gains. For the quarter, it was up 2.91% on […]