by admin | Nov 16, 2024 | 2024, Q3
by David Young, President A Fed Cut and an Election Last month, the Federal Reserve made a significant move, enacting its first rate cut since early 2020. The central bank slashed the federal funds rate by 50 basis points or one-half of one percent, bringing the...
by admin | Nov 16, 2024 | 2024, Q3
by Nathan White, CIO Preparing for the Post-Election Fiscal Reality As the election approaches, debates over economic policy, tax reforms, and government spending are in full swing. Each party promises distinct solutions, but regardless of who wins, one thing is...
by admin | Nov 16, 2024 | 2024, Q2
by David Young, President Tech Giants Drive Rally The first half of 2024 has been impressive for large-cap growth and technology stocks, particularly in sectors related to semiconductors, communications, and international markets like Japan and Taiwan. Despite the...
by admin | Jun 26, 2024 | 2024, Q1
by David Young, President 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. This rally included more sectors,...
by admin | Jun 26, 2024 | 2024, Q1
by Nathan White, CIO 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. Growth and large cap stocks, led by the...
by admin | Mar 30, 2024 | 2024, Risks
by Nathan White, CIO 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. This portrayal proved accurate during...
