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...
by admin | Jan 21, 2022 | Quarterly Announcements
Q4 2021 Client Commentary Well, I never would’ve figured this one out. October started with the prospect of spooky ghouls, negative sentiment, and the headwinds of inflation and more partisan fighting. We then went on to be thankful that the month of November ended...
by Mark Scott | Oct 19, 2021 | Quarterly Announcements
Q3 2021 Market Recap: Markets Are “Spooked” This Halloween! Everything was really feeling like the time of “Summer Lovin’,” and then China began the disruption of U.S. and global markets. They are not totally responsible, but they certainly were the...
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