Current Commentary

A second year of healthy growth for financial assets in the United States has, for most observers, put an end to talk of a “soft landing” or a “hard landing.” As I observed last quarter, the economy has landed, and the reason some have not noticed is because it was and is an amazingly soft touchdown. Put another way, despite [...]

As your statistical report will likely show, this has been a nice quarter, a nice year and a nice twelve months for most clients. While technology company shares took a breather and went into a consolidation phase, a broader cohort of equities saw renewed interest and resulted in an overall positive performance of both domestically focused and international mutual funds. [...]

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: "Nasdaq losses deepen amid market [...]

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, like Nvidia, Microsoft and [...]

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The past three months saw a continuation of a tech stock driven market rally, and as non-tech stocks also began to rally, confirmed that a sustainable bull market is in motion. The Standard & Poor’s 500 Index is up 10.16% so far this year and up 29.71% over the past 12 months. U.S. interest rates, based on the 10 Year [...]