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, Q1, Review
by David Young, President Market Overview: The first quarter of 2025 was marked by significant volatility, mainly driven by rising trade tensions and substantial tariffs imposed by the U.S. administration. The S&P 500 dropped by 4.3%, representing its worst...
by admin | Mar 30, 2024 | 2023, Review
by David Young, President 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. I regularly mock the talking heads in the media because they are consistently...
