Strength Begets Strength
By Jeremy Bryan, CFA® As we enter the final month of 2024, stocks in the S&P 500 are near record highs. As you may recall, stocks ended 2023 near their all-time…
A Temporary Retreat or Beginning of a Trend?
By Jeremy Bryan, CFA® October returns were largely negative for the stock and bond market but are still up significantly over the past year. Investors are being barraged with a high…
Is Goldilocks Finding Her Bed?
As we exit the third quarter, many global assets are positive in performance with some exceeding record levels on a recurring basis. The S&P 500 has hit several all-time highs…
The August Roller Coaster
Stocks went for a wild ride in August. The S&P 500 declined rather quickly early in the month based on economic data that was considered disappointing. Fears of investors quickly…
Stocks Rotate as Cuts Come to the Horizon
The stock market saw a dramatic reversion in July, as small-cap stocks significantly outperformed their large-cap counterparts for the month. Our opinion is that this rotation was based on a…
Market Trends at the Mid-Year Mark
by Jeremy Bryan, CFA The first half of 2024 is now complete. The predominant investment theme of the year thus far has been the secular trend of artificial intelligence (AI),…
Strength from the Largest Companies
by Jeremy Bryan, CFA Stocks rallied in May and ended the month near all-time highs for the S&P 500. The index has been buoyed by technology, communications, and consumer companies…
A Bump in the Road or Something More?
by Jeremy Bryan, CFA Markets faced their first real correction in 2024 as stocks declined for the month. One of the reasons for the correction was renewed inflation fears as…