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Market Updates

Investment Research Note – July 12th, 2023

At the halfway point of the year, markets have thus far defied the pervasive bearishness and widely held narrative that the economy was due for a Fed-induced slowdown that characterized the outlook for the year.  US markets have rallied strongly, driven by the largest...
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Market Update – July 9th, 2023

The first half of 2023 for the financial markets was defined more by questions than answers: These are all excellent points for consideration and are all, in some form or fashion, interconnected.  They underscore the intellectual curiosity critical to making informed decisions on the...
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Market Update – May 25th, 2023

The Debt Ceiling crisis has intensified to a boiling point as government officials have failed to make meaningful progress towards an agreement in the latest display of dysfunction in the Nation’s Capital.  In multiple ways, this “crisis” is completely self-inflicted and something that shouldn’t...
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Investment Research Note – April 12th, 2023

The first quarter of 2023 produced the 2nd consecutive quarter of market gains as broad markets reacted favorably to better-than-expected economic data and falling bond yields, led higher by 2022’s most out of favor sectors.  The S&P 500 returned +7.50% for the quarter with...
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Market Update – March 13th, 2023

Good evening, The last 3 trading days in the market has been characterized by a sharp increase in volatility led by falling share prices of banks – a few of which have seen all-out collapses in value.  In spite of government action announced last...
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Market Update – March 10th, 2023

Good Morning,  The stock market had a very challenging session yesterday, well, at least the second half of the trading day was challenging.  We’ve fielded questions from several clients and most were oriented around the following couple questions:  What drove the market lower yesterday...
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