by admin | May 8, 2026 | 2026, Investment, Market, Model Strategies, Newsletter Article, Q1, Review
by David Young, President The first quarter of 2026 was one for the books, and not in the way anyone hoped. A war in Iran. Oil prices soaring to historic levels. Shipping through the Strait of Hormuz nearly coming to a halt. Stocks dropping across every major market....
by admin | May 8, 2026 | 2026, Market, Outlook, Q1, Review
by Nathan White, CIO As we enter 2026, the investment landscape remains constructive, though increasingly nuanced. Our outlook is broadly bullish, grounded less in traditional valuation comfort and more in the sheer scale of global liquidity being injected through...
by admin | Jan 9, 2026 | 2025, Market, Q3
by Nathan White, CIO The third quarter of 2025 was another reminder of just how resilient markets can be in the face of economic and policy uncertainty. U.S. equities pushed to new highs, with the S&P 500 advancing strongly on the back of continued enthusiasm for...
by admin | Apr 13, 2023 | 2023, Market, Reversal
by Dave Young, President In the first quarter, the markets brought a welcome change from last year’s bear market. Stocks rallied in January, retreated in February, and then extended their rally last month after a critical measure of inflation cooled slightly. In...
by admin | Sep 28, 2022 | Market
I am a bit conflicted as I write this newsletter. On the one hand, it’s a great time of year. We are a month into summer and just celebrated the Fourth of July — one of my favorite holidays. That is positive. On the other hand, the markets this year have not been...
by admin | Jul 25, 2022 | Inflation, Market
The harmful effects of inflation finally took their “pound of flesh” from the markets. Although the war in Ukraine impacted the markets, the effects seem to be fading — as is so often the case with geopolitical events. The markets rallied in the last half of March as...
