by Jeff Krumpelman, CFA® | Sep 4, 2024 | Insights
“It doesn’t matter how smart you are unless you stop and think.”—Well-known economist Thomas Sowell Nothing like a little head-spinning drama, eh? That’s what we saw in August as virtually one or two slightly disappointing economic numbers sparked a more than 10%...
by William Greiner, CFA® | Aug 1, 2024 | Insights
“Our Earth is degenerate in these later days; bribery and corruption are common; children no longer obey their parents; every man wants to write a book, and the end of the world is evidently approaching.”– Assyrian tablet, circa 2800 B.C. These days, we are living...
by Jeff Krumpelman, CFA® | Jul 8, 2024 | Insights
“It’s déjà vu all over again.”— Yogi Berra The first six months of 2024 were equally as kind to investors as the first six months of 2023. And that’s saying something, knowing that calendar-year total return in 2023 for the full year exceeded 26%.1 Returns for the...
by Jeff Krumpelman, CFA® | Jun 7, 2024 | Insights
“It’s the economy, stupid!” —Slogan coined by James Carville, well-known campaign strategist, and former President Bill Clinton during the 1992 presidential campaign April showers brought May flowers, indeed. The S&P 500 advanced over 4% in May following a decline...
by Jeff Krumpelman, CFA® | May 6, 2024 | Insights
“Some things are believed because they are demonstrably true. But many other things are believed simply because they have been asserted repeatedly—and repetition has been accepted as a substitute for evidence.” —Well-known economist and author Thomas Sowell April just...
by Jeff Krumpelman, CFA® | Apr 4, 2024 | Insights
“Sell in May and Go Away.” — An old investment adage with roots dating back to 18th century England. Also known as the “Halloween Indicator.” The Santa Claus rally that started in October 2023 and saw the S&P 500 surge by 14% in last year’s final two...
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