Category Archives: Uncategorized

  • Top 10 Investment Themes for 2024

    Happy New Year, everyone! As you may recall, our overall macro theme for 2023 was "Better Days Ahead." The theme proved to be relatively accurate, at least as it relates to the stock market, although the better days were enjoyed primarily by just seven large cap technology stocks – the "Magnificent 7" stocks, if you will, belonging to Apple, Amazon, Alphabet, Nvidia, Meta, Microsoft, and Tesla. 2024 should see a widening of the rally's breadth for stocks (although the stock market will likely not experience the heights of the overall gains that took place in 2023) and bonds, provided that the Federal Reserve shifts from tightening to accommodation as inflation continues to moderate and the economy slows ... Read More

  • Top 10 Investment Themes for 2023

    As you may recall, our overall macro theme for 2022 was "Still Growing but yet Slowing." The theme proved to be relatively accurate, at least as it relates to the economy overall (as of 12/14/22, the Federal Reserve's median forecast for U.S. Real GDP growth in 2022 is 0.5%) but fell far short as it relates to capital markets growth as both equity and bond markets contracted in 2022. Persistent high levels of inflation, rising interest rates, and the impending threat of a recession were among the primary culprits for the pullback. Consistent bouts of volatility marked the year. Consider that of the first 237 trading days of 2022, there were 102 up days and 135 down days as measured by the S&P 500 Index, with daily moves of 1.5% or more occurring on 76 of those days – that's 32% of the time! As a result, many investors are happy to see 2022 conclude and hope that better days are ahead in 2023 ... Read More

  • Top 10 Investment Themes for 2022

    Despite much uncertainty in the minds of many investors with respect to the path of interest rate hikes in the U.S., the ultimate impact of Brexit on England, Europe and the rest of the global economy and the outcome of the upcoming presidential election in the U.S., one thing remains certain thus far in 2016 – market leadership continues to change and evolve. ... Read More

  • Inflation, Interest Rates, and the Federal Reserve

    Despite much uncertainty in the minds of many investors with respect to the path of interest rate hikes in the U.S., the ultimate impact of Brexit on England, Europe and the rest of the global economy and the outcome of the upcoming presidential election in the U.S., one thing remains certain thus far in 2016 – market leadership continues to change and evolve. ... Read More

  • Top 10 Investment Themes for 2021

    Despite much uncertainty in the minds of many investors with respect to the path of interest rate hikes in the U.S., the ultimate impact of Brexit on England, Europe and the rest of the global economy and the outcome of the upcoming presidential election in the U.S., one thing remains certain thus far in 2016 – market leadership continues to change and evolve. ... Read More

  • Remaining 2020 Market Outlook – Leading up to Election Day and Beyond

    Despite much uncertainty in the minds of many investors with respect to the path of interest rate hikes in the U.S., the ultimate impact of Brexit on England, Europe and the rest of the global economy and the outcome of the upcoming presidential election in the U.S., one thing remains certain thus far in 2016 – market leadership continues to change and evolve. ... Read More

  • Learning from the Ups and Downs of the Stock Market

    Despite much uncertainty in the minds of many investors with respect to the path of interest rate hikes in the U.S., the ultimate impact of Brexit on England, Europe and the rest of the global economy and the outcome of the upcoming presidential election in the U.S., one thing remains certain thus far in 2016 – market leadership continues to change and evolve. ... Read More

  • Keeping Perspective

    Despite much uncertainty in the minds of many investors with respect to the path of interest rate hikes in the U.S., the ultimate impact of Brexit on England, Europe and the rest of the global economy and the outcome of the upcoming presidential election in the U.S., one thing remains certain thus far in 2016 – market leadership continues to change and evolve. ... Read More

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