Looking Back at a Rocky First Half of 2022
2Q 2022 Recap & 3Q 2022 Outlook Financial markets remained unsettled and volatile during the second quarter. The stock market’s trend...
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- Apr 5, 2022
Recapping the Bumpy 1Q 2022 Ride
This quarter’s letter recaps the bumpy first quarter ride and discusses the key market themes impacting your portfolio.
- Jan 5, 2022
Fourth Quarter Recap & First Quarter Outlook
Stock Market Themes Carry into Fourth Quarter The fourth quarter was a mixture of all the investment themes that defined 2021. Consumer...
- Oct 6, 2021
Delta Variant Signals the Pandemic’s Continued Grip
The highly transmissible delta variant grabbed headlines during the third quarter. Figure 1 shows the number of daily new confirmed Covid-19
- Jul 6, 2021
Economic Rebound Continues as Economy Reopens
Second Quarter Recap & Third Quarter Outlook The reopening pace accelerated during the second quarter. Rising vaccination rates allowed...
- Apr 12, 2021
Pandemic Passes One-Year Anniversary Mark
First Quarter 2021 Recap & Second Quarter Outlook One-year after the pandemic first struck, the U.S. is making positive progress in...
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