Insights
Our Latest Insights
The Economy Looks “Just Right” Despite Mixed Signals
“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...
Breaking News: It’s OK! Our “Back to Normal” Theme Is Alive and Well.
“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...
A Merry May on the Heels of an Awful April. The Merits of Staying Measured
“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...
An April Air Pocket – No Fun, But Normal and Perhaps Even Healthy
“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...
From Santa to the Easter Bunny: Rally Momentum or Melt-Up Zone Ahead?
"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...
Looking for a Melt-Up, a Meltdown, or Just a Solid Year? We Like Door No. 3!
“We’re runnin’ outta timeSo, tonight we’re gonna party like it’s 1999.” – Lyrics from Prince’s song and album of the same name, “1999” The inspiration for famous singer Prince in producing his hit song “1999” emanated from a documentary he saw about Nostradamus, a...
