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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...
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%...
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