3rd Quarter 2025: Markets, Machines, and Megawatts
Markets, Machines, and Megawatts Markets entered the third quarter with strong momentum from the spring rebound and never looked back. […]
Category: Quarterly Comments
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2nd Quarter 2025: From Shock to Strength
From Shock to Strength Last quarter was nothing if not exciting. April opened with what market historians may someday call […]
1st Quarter 2025: Tariff Tantrum Turbulence
Tariff Tantrum Turbulence As usual, we completed a rough draft of this commentary a week or so prior to the […]
4th Quarter 2024: Back to Back Bulls
Back to Back Bulls The S&P 500 rose to an all-time high in the fourth quarter and extended 2024’s gains […]
3rd Quarter 2024: Closing the Gap
Closing the Gap Stocks continued to advance in the third quarter, albeit with more volatility than experienced during the first […]
2nd Quarter 2024: The Concentration Conundrum
The Concentration Conundrum Enthusiasm for Artificial Intelligence (AI) once again powered the broad market higher last quarter, as the S&P […]
