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Avoid Whiplash! Sharp Rally Highlights Importance of Balanced Positioning

Avoid Whiplash! Sharp Rally Highlights Importance of Balanced Positioning

by Jeff Krumpelman, CFA | May 2, 2025 | Insights

As management theorist and author Peter Drucker said, “The greatest danger in times of turbulence is not the turbulence, it is to act with yesterday’s logic.” April saw a whirlwind of surprising news flow causing investors to suffer a commensurate roller coaster ride...
Respect Rising Risk and Volatility, but Hold Your Ground

Respect Rising Risk and Volatility, but Hold Your Ground

by Jeff Krumpelman, CFA | Apr 7, 2025 | Insights

Stock price behavior felt a little crazy in March, sort of like the madness of a recent college basketball tournament, as the S&P 500 index declined in price by roughly 5.8% for the month and the tech laden Nasdaq composite index price was off roughly 8.2%.1 It...
Clear Air Turbulence or an Ugly Lasting Storm? Hold your Ground!

Clear Air Turbulence or an Ugly Lasting Storm? Hold your Ground!

by Jeff Krumpelman, CFA | Mar 6, 2025 | Insights

2025 has simply been boring and status quo, right? There’s not much going on in the world or in the headlines. Not! We want to make sure you are awake as you start to read this. As we anticipated, the amount of news flowing out of Washington on the policy front this...
Santa Hit Some Air Turbulence at Year-End. Time for a Rest? Buckle Up!

Santa Hit Some Air Turbulence at Year-End. Time for a Rest? Buckle Up!

by Jeff Krumpelman, CFA | Jan 3, 2025 | Insights

“The greatest danger in times of turbulence is not the turbulence; it is to act with yesterday’s logic.” — World-renowned management consultant and author Peter Drucker From an investment return standpoint, 2024 was virtually a replay of 2023. Specifically, the...
Too Much of a Good Thing in 2024—Or Riches Deserved?

Too Much of a Good Thing in 2024—Or Riches Deserved?

by Jeff Krumpelman, CFA | Dec 4, 2024 | Insights

It is possible to have too much of a good thing.” – Greek storyteller Aesop “Too much of a good thing can be wonderful.” – Actress and comedian Mae West A potential Santa Claus rally and post-election bounce that typically appears in the final two months of the...
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Recent Posts

  • Avoid Whiplash! Sharp Rally Highlights Importance of Balanced Positioning
  • Respect Rising Risk and Volatility, but Hold Your Ground
  • Clear Air Turbulence or an Ugly Lasting Storm? Hold your Ground!
  • Economic Outlook: Initial Take on Trump’s Four Buckets
  • Santa Hit Some Air Turbulence at Year-End. Time for a Rest? Buckle Up!

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