by admin | Apr 13, 2023 | Quarterly Announcements
Q1 Commentary, 2023 The stock and bond market got a small amount of relief in the first quarter. Quarterly highlights included: Volatility and gains characterized the 1st quarter this year. Most of the gains were made in mega-cap technology stocks. Many investors have...
by admin | Jan 5, 2023 | Quarterly Announcements
Q4 2022 Investment Commentary and 2023 Outlook Well, 2022 is over, and we are glad. Surging interest rates and the battle with inflation resulted in the worst year for stocks and bonds since 2008. U.S. Equity Indexes 2022 Return S&P 500 -19.44% DJII -8.78% Nasdaq...
by admin | Oct 1, 2022 | Quarterly Announcements
Q3 2022 Client Commentary: Higher Volatility in the Cards The 3rd Quarter began with a nice relief rally which felt really good compared to how the market had been misbehaving; however, the fun was short lived. In August, the Federal Reserve began getting very nervous...
by admin | Jul 1, 2022 | Quarterly Announcements
Q2 2022 Client Commentary: What a 1st Half! The first ½ of this year was as ugly as I’ve seen in my investment lifetime. I began in the business in 1985, and this first 6 months was the worst since 1970. Most of the obvious culprits are: runaway inflation caused by...
by admin | May 20, 2022 | Quarterly Announcements
“It would be silly to expect every bear market to turn into the Great Depression. It would be equally wrong to expect that a fall from overvalued, to more fairly valued, couldn’t badly overshoot on the downside. “- Seth Klarman, American Billionaire Investor. A.G....
by admin | Apr 30, 2022 | Quarterly Announcements
Q1 2022 Client Commentary Obviously 2022 got off to a rocky start for investors as a result of several negative political, economic and market-driven forces: What Happened? Inflation surged to 40-year highs, Russia’s military invasion of Ukraine, and a Federal...
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