Presenting our fourth quarter 2023 publication of Market Letter titled, “Inflation’s Flame Flickers.”
Fourth Quarter 2023 Market Letter: Inflation's Flame Flickers
Third Quarter 2023 Market Letter: Standing Eight Count
Third Quarter 2022 Market Letter: Balancing Act
Read our Market Letter publication for the third quarter 2022 titled, Balancing Act, in which George Hosfield, CFA, Dean Dordevic and Brad Houle, CFA, share our thoughts on inflation, interest rates, recession risk and how to position portfolios in this environment.
Second Quarter 2022 Market Letter Publication: Kryptonite
The second quarter 2022 issue of Market Letter, our quarterly investment publication, titled, Kryptonite.
Fourth Quarter 2021 Market Letter: Speed Bumps
Third Quarter 2021 Market Letter: Coming in Hot
Market Letter Second Quarter 2021: Approaching 88 MPH
Quarterly publication discussing our investment strategies and the capital markets for the second quarter of 2021 titled, “Approaching 88 MPH.”
Market Letter Fourth Quarter 2020
Despite the technology-led gains of U.S. equities so far this year, uneasiness abounds as the world adjusts to life with COVID-19. While roughly half the jobs lost to this year’s steep and short recession have already been recouped, many investors fear the day when the bill for massive stimulus comes due.
Market Letter Third Quarter 2020: Start Me Up
2020 Q2 Market Letter: Gimme Shelter
Fourth Quarter Market Letter 2019: Holding Pattern
Market Letter Third Quarter 2019: Mounting Headwinds
2019 Market Letter Q2: Delayed Arrival
2018 Q4 Market Letter
2018 Q3 Market Letter
2018 Q2 Market Letter
2017 Q4 Market Letter
2017 Q3 Market Letter
2017 Q2 Market Letter
2016 Q3 Market Letter
An unusually “quiet” August spawned new highs for U.S. stocks, but recent softness in economic data amid a contentious election season has given investors pause. Fundamentally, earnings have declined for five straight