Will there be a Santa Claus Rally in 2024? Now that the noise of the election season is over, it is time to return to fundamentals.  That...

Now that we have entered the final quarter of 2024, we seem to be amid a good fundamental scenario for stocks and bonds:  The Federal...

A lot has happened since our last issue, so let’s dive right in and see where we are….   1.Equity markets have recovered most of the...

Weakness in the labor market and fears of a potential recession in the US have rattled global investors.  But we find it hard to believe...

At the risk of sounding like a broken record, as we enter the Dog Days of Summer the “soft landing” scenario remains intact. First half...

Volatility is not an easy thing to live through, but investors must think of it as part of the price they have to pay for the benefit of...

Investing during difficulties

We believe there are at least three solid reasons that the gains we’ve seen in the 1st Quarter are sustainable, and that the equity...

The Fed has stopped hiking its target interest rate and the economy remains largely resilient.  After a strong year results-wise in 2023,...

In the run-up to this issue, we have seen confidence increase across several different economic areas.  For example, recently we saw a...