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- Mar 31
- 7 min
1Q 2024 Client Letter
Equity markets sustained their upward momentum in the first quarter of 2024, pushing many large capitalization stocks to fresh all-time...
- Dec 31, 2023
- 7 min
4Q 2023 Client Letter
One of the great parlor games of Wall Street pundits is to forecast the value of the indices for the upcoming year. 2022 was another...
- Sep 30, 2023
- 4 min
3Q 2023 Client Letter: TINA Has Left the Building
The third quarter market activity reminded investors of two facts: 1) the equity markets are subservient to the larger debt markets, and...
- Jun 30, 2023
- 4 min
2Q 2023 Client Letter
The quarter began with some trepidation in the markets due to a banking crisis, which was a result of a few poorly run institutions and...
- Mar 31, 2023
- 4 min
1Q 2023 Client Letter
In the first quarter of 2023, the market continued its rebound off the October 2022 low and many of last year’s biggest losers became...