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2023 Q4 Recap & Outlook

If 2022 was the year of unprecedented Fed rate hikes and 2023 was the year of the “pause,” it seems likely that this year will be when the Fed pivots towards lowering rates. That’s what markets are anticipating. This means that investors will continue hanging on every...

2023 Q3 Recap & Outlook

For seven quarters, stocks and bonds have moved virtually lockstep in daily trading. When bond prices decline (and yields rise), stocks struggle. It’s typically not as simple as the binary trading market we’ve been stuck in, but since the Fed started tightening in...