Quarterly Commentary

Q3 2024 Quarterly Review & Outlook

October 10, 2024

“Far more money has been lost by investors in preparing for corrections, or anticipating corrections, than has been lost in the corrections themselves.” Peter Lynch   The last significant correction in the stock market ended in October of 2022. The… Read More

Q2 2024 Quarterly Review & Outlook

July 10, 2024

“The Fed’s job is like a tightrope walker trying to keep their balance while walking on a thin rope. One misstep and they could fall into a recession or cause inflation to spiral out of control.” Laurence Ball, Professor of… Read More

Q1 2024 Quarterly Review & Outlook

April 9, 2024

“A compelling narrative fosters an illusion of inevitability.” Daniel Kahneman   The stock market loves a great narrative and that is what we’ve had since October of 2022. As you recall at that time, inflation had skyrocketed to 9%, interest… Read More

Q4 2023 Quarterly Review & Outlook

January 11, 2024

The Goldilocks Market is Just Right As we remember from our nursery rhyme days, Goldilocks entered the house of the Three Bears and began tasting the porridge. The first bowl was “too hot”, the second bowl was “too cold”, and… Read More

Q3 2023 Quarterly Review & Outlook

October 12, 2023

The Market Has Bad Breadth. Can It Get Better? Interest rates are approaching 5% on the 10-year Treasury, which has sent mortgage rates north of 8%. Mortgage rates have not been this high in over 20 years. High interest rates… Read More