2 Reasons for the Current Market Volatility

While we ended the first quarter with a fairly robust economic background (which has continued into the first month of Q2), we’ve also seen some market volatility unfold.   Volatility is no cause for concern, especially if you understand the source.   Here are...

U.S. Money Market Assets

Volatility across capital markets is often a sign of cash exiting or entering a specific asset class, which can be defined as exposure to stocks, bonds, commodities, or any other investment that carries a reasonable liquidity profile. Measuring the level of cash that...

Our View of 2024: Q1 Update

Concentration of Returns in the S&P 500 The pursuit of excess investment returns since 2022 has been predominantly determined by having substantial investments in the top 10 companies of the S&P 500 Index, as measured by market capitalization. Forgoing an...

Our View of 2024: January Update

Increasingly Optimistic Consumer health will dominate headlines in 2024 as the eventual recession becomes a reality. The onset of a recession is a lagging indicator and represents a normalized shift in the business cycle, one that has occurred every 6.5 years since...