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How Much Tech is Too Much?

The performance of the “Magnificent Seven” stocks last year was truly extraordinary. As measured by the equal-weight S&P 500 Index, the average large cap stock had returned 0.3% through the first three quarters last year, whereas the market cap-weighted S&P...

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...

The Fed Met the Market

In their final policy decision of 2023, Federal Reserve officials left interest rates unchanged. The decision was unanimous amongst committee members and concludes a remarkable year for the economy and Federal Open Market Committee. Policymakers kept the benchmark...

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...

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