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It’s A Mad, Mad World… So Mad That We Are Still Outrageously Neutral

It’s A Mad, Mad World… So Mad That We Are Still Outrageously Neutral

by Jeff Krumpelman, CFA® | Sep 14, 2023 | Insights

“It would be so nice if something made sense for a change.”—Lewis Carroll, “Alice in Wonderland” August didn’t begin so well, as the S&P 500 pulled back about 4.5% through the first three weeks of the month, but it rallied in the final few days to make for a “much...
July Was Another Winner for the Markets…Time for a Breather?

July Was Another Winner for the Markets…Time for a Breather?

by Jeff Krumpelman, CFA® | Aug 2, 2023 | Insights

“Things turn out best for the people who make the best of the way things turn out.” – John Wooden Despite Skepticism, the Rally Is Real The S&P 500 got off to a good start in the second half of 2023, rising roughly 3% in the month of July.1 The Index has risen...
Outstanding First Half. Do We See a Market Upswing or a Fade During the Rest of 2023?

Outstanding First Half. Do We See a Market Upswing or a Fade During the Rest of 2023?

by Jeff Krumpelman, CFA® | Jul 13, 2023 | Insights

“Extraordinary magic follows you aroundand the camera can’t catch it,you won’t see it in the mirrorbut I see it, I see it…I see extraordinary magic in you.”—Lyric from “Extraordinary Magic” Nasdaq & S&P 500 Advance It’s very hard to come up with a phrase to...
Market Review: Time to Look on the Bright Side?

Market Review: Time to Look on the Bright Side?

by Jeff Krumpelman, CFA® | Jun 8, 2023 | Insights

When you’re chewing on life’s gristle, don’t grumble, give a whistle and … always look on the bright side of life. — Lyrics from “Always Look on the Bright Side of Life” from the film “Life of Brian” Taking a look back at May market activity, the S&P 500 extended...
Stuck in Neutral: Our “Hold Your Ground” Message Plays On

Stuck in Neutral: Our “Hold Your Ground” Message Plays On

by Jeff Krumpelman, CFA® | May 9, 2023 | Insights

You’ve got yourself stuck in a moment, And now you can’t get out of it.— Chorus from a U2 song Not much has changed in the last six months, going all the way back to November 2022. Since then, the S&P 500 has traded in a relatively tight range of somewhere between...
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