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March 2025 Quarterly report

After touching historic highs in mid-February, US stock indexes slumped, with most technology winners of the past three years falling into a meaningful correction. All told, it was a first quarter that began on a positive note as markets cheered what they hoped would be a Trump 2.0 administration focused on deregulation and tax cuts. […]

By |2025-04-04T10:58:31-07:00April 4th, 2025|Financial Commentary - Public|0 Comments

Correction for Chip related companies is Underway

The inevitable correction in technology was due and wild suggestions by politicians is the supposed excuse. I believe the secular growth of AI related tech stocks is unstoppable, and that while this correction may be uncomfortable for a few weeks, we are likely to find a positive resolution before year end.

7/18/24 – The Guardian: […]

By |2024-07-19T10:37:17-07:00July 19th, 2024|Financial Commentary - Public|0 Comments

June 2024 Quarter End Report

As the chart below shows, this has been a good year, so far, for the broad Standard & Poor’s U.S. stock index. Driving this performance has been a handful of powerful technology issues. Absent these companies, the index’s rise would have been OK but nothing to get excited about.

Fortunately, most clients owned the technology darlings, […]

By |2024-07-08T10:52:53-07:00July 8th, 2024|Financial Commentary - Public|0 Comments

Year End Summary 2023

The major US and world stock indices had a volatile year in 2023, influenced by various factors such as the banking crisis, Federal Reserve Board policy, inflation, and geopolitical tensions. Here is a brief summary of their performance:

The capitalization weighted S&P 500 gained 24.2%, driven primarily by a handful of technology companies that came to […]

By |2024-01-16T09:25:28-08:00January 16th, 2024|Financial Commentary - Public|0 Comments
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