OUR BLOG
Equity Markets: A Year of Concentration and Divergence
As the election approaches, debates over economic policy, tax reforms, and government spending are in full swing.
A Tale of Two Markets
Last month, the Federal Reserve made a significant move, enacting its first rate cut since early 2020.
A Fed Cut and an Election
Last month, the Federal Reserve made a significant move, enacting its first rate cut since early 2020.
Preparing for the Post Election Fiscal Reality
As the election approaches, debates over economic policy, tax reforms, and government spending are in full swing.
Tech Giants Drive Rally
The first quarter of 2024 has been marked by dynamic market conditions, with US stocks enjoying a fifth month of gains and a record-setting rally that broadened beyond only the most significant tech stocks.
Are your Beneficiaries Listed Correctly?
Hello again! I am excited to write again for the Paragon Quarterly Newsletter.
Amazing First Quarter, 2024
The first quarter of 2024 has been marked by dynamic market conditions, with US stocks enjoying a fifth month of gains and a record-setting rally that broadened beyond only the most significant tech stocks.
A Good Start
Stocks continued their winnings ways to start the year. According to NDR, it was the best start since 2019 and the 14th best since 1926. This was an impressive performance after a strong end to 2024.
2023 Market Review
It has been quite the year. It is a good thing that we don’t believe in forecasts. I’ve written a lot about how often most market forecasts are wrong.
Blink and You Could Miss
It was an amazing end year-end rally in everything. Throughout much of 2023, the prevailing narrative suggested that a select few mega-cap tech stocks were concealing an underlying fragility in the market.