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Was July Just a Dead Cat Bounce in a Bear Market or the Start of a New Bull Run?

Was July Just a Dead Cat Bounce in a Bear Market or the Start of a New Bull Run?

by Jeff Krumpelman, CFA® | Aug 4, 2022 | Insights

“There’s a reason why your windshield is bigger than your rearview mirror. Where you are going is more important than where you came from.” – Anonymous  As I was ruminating on last month’s commentary about the horrible first half in the equity markets in 2022...
Limping Into the Locker Room at Halftime. What’s in Store for the Second Half?

Limping Into the Locker Room at Halftime. What’s in Store for the Second Half?

by Jeff Krumpelman, CFA® | Jul 5, 2022 | Market Update

“The stock market has predicted nine of the last five recessions.” —Paul Samuelson Wow, we can do without another six months like those in the first half of 2022. It was ugly and it wasn’t fun. But after an impressively profitable three-year stretch from 2019-2021, it...
Staying Calm Despite Transitions in the Market and Economy 

Staying Calm Despite Transitions in the Market and Economy 

by Jeff Krumpelman, CFA® | Jun 2, 2022 | Uncategorized

 “Patience Is a Virtue.” “Good Things Come to Those Who Wait.”  – English Poets, William Langland and Lady Curie, respectively  The first five months of 2022 have no doubt tried the patience of all investors. We know the fundamentals of our economy...
April Tested Investors’ Souls, But We Stand By Our Base Case

April Tested Investors’ Souls, But We Stand By Our Base Case

by Jeff Krumpelman, CFA® | May 5, 2022 | Insights

“And now you know the rest of the story.”–Paul Harvey, Iconic American Radio Broadcaster Stocks Took a Beating in April There’s simply no doubt about it… April 2022 was an ugly month for U.S. stocks. The S&P 500 declined 8.8%,1—its worst month since the awful 35%...
Patience and Poise Is Required… Still Positive but Expect More Sobering Returns for the Year

Patience and Poise Is Required… Still Positive but Expect More Sobering Returns for the Year

by Jeff Krumpelman, CFA® | Apr 16, 2022 | Market Update

“Far more money has been lost by investors preparing for corrections, or trying to anticipate corrections, than has been lost in corrections themselves.”- Peter Lynch, well-known investor Market Shows Resiliency Once again, the U.S. stock market proved to be...
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