November Market Commentary 2024

Prepare for a Landing “Not every situation can be foreseen or anticipated. There isn’t a checklist for everything.” – Captain Chesley B “Sully” Sullenberger Financial news this quarter was dominated by speculation surrounding the Federal Reserve’s September...

July Market Commentary 2024

 Under the Surface  “There is more going on beneath the surface than we think, and more going on in little, finite moments of time than we would guess.” – Malcom Gladwell   The first half of this year has appeared to be a smooth trip higher for equity markets,...

May Market Commentary 2024

 The Last Mile  “All endeavor calls for the ability to tramp the last mile, shape the last plan, endure the last hours toil.” – Henry David Thoreau   The narrative driving markets entering 2024 was built on the assumption that the Federal Reserve (the Fed) had...

February Market Commentary 2024

Expect the Unexpected “To expect the unexpected shows a thoroughly modern intellect.” – Oscar Wilde Markets rarely fail to surprise, and 2023 was yet another reminder of that fact. After an extremely difficult environment for portfolios in 2022, investors were...

November Market Commentary 2023

The Revenge of Normal   “We have normality. I repeat we have normality. Anything you still can’t cope with is therefore your own problem.”  – Trillian, character from Hitchhiker’s Guide to the Galaxy  Robust returns to risky assets in the first half of the year were...
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