PID 3601


Newsletters

Market Commentary: November 2023 – The Normal Abnormal Market

The Normal Abnormal Market November 2023 By Jonathan McAdams, CFA   After a rough 2022, the stock market is having a good year so far. Through the end of October, …

Market Commentary: October 2023 – Broadening Out

Broadening Out October 2023 By Robert F. Taylor CFA   After rallying through July, equity markets displayed their characteristic late summer turbulence this year as stocks turned south in August …

Market Commentary: September 2023 – Content Is King

Content Is King and the Polka King Who Knew It September 2023 By Ward Williams In the beginning, there was radio, and all programming was live. Then came broadcast television, …

Market Commentary: August 2023 – Debt & Downgrades

Debt & Downgrades August 2023 By Jonathan McAdams, CFA “There are some things people shouldn’t worry about…this is one.” Warren Buffett, Aug 2023 In a surprise move on Aug 1, …

Market Commentary: July 2023 – Take a Breadth

Take a Breadth July 2023 By Robert F. Taylor, CFA Imagine yourself strolling down a vibrant city street filled with bustling shops and lively businesses on both sides. The atmosphere …

Market Commentary: June 2023 – Inflation & The Fed Redux

Inflation & The Fed Redux June 2023 By Ward Williams Over the last several quarters we have seen rising inflation and watched as The Fed has raised interest rates in …

Market Commentary: May 2023 – An Exercise in Frustration

An Exercise in Frustration May 2023 By Jonathan McAdams, CFA My oldest son is a cross country and track athlete, and I tell people that apple fell very far from …

Market Commentary: April 2023 – Is the Dollar Doomed?

Is the Dollar Doomed? April 20, 2023 By Robert F. Taylor, CFA The U.S. Dollar, as the world’s major reserve currency, has recently faced speculation about its decline and potential …

Market Commentary: March 2023 – Investing in the World of AI

Investing in the World of AI March 23, 2023 By Ward Williams Note: While we are actively monitoring news out of the banking sector and will follow up if new …

Special Market Commentary: March 2023 – Translating the Turmoil

Translating the Turmoil March 16, 2023 By Robert F. Taylor, CFA The past few days have brought two of the three largest bank failures in U.S. history, which have elevated …