Investment Climate Oct 2024: Return of 'Animal Spirits' ?
The S&P 500 stock index did come close to “correction” territory during the quarter with a bit over an 8% correction. However, the much...
Investment Climate July 2024: Mega-Cap Mirage
In the second quarter of 2024, the major stock market averages continued to reach new highs. However, the drive higher was primarily...
Investment Climate April 2024: Wither the Interest Rate
The first quarter of 2024 ended with most major stock market indices in positive territory with large and mid-size indices up around 10%...
Investment Climate January 2024: The Question of Our Time, Part VII
In writing the quarterly Investment Climate, we often pause and contemplate the mere fact that we are even bothering to write about a...
Investment Climate Oct 2023: Risk Off?
The third quarter of 2023 was marred by yet more consternation over the impact of higher interest rates on the economy and markets and in...
Investment Climate July 2023: Embrace the Volatility!
We will dispense the formalities of reporting the news this quarter and jump right into the point which we almost always end up making:...