

Investment Climate Jan 2025: Positioning for Success
Cautious optimism reinvigorated the stock market in the fourth quarter of 2024, fueled by hopes that we are turning the corner on...


Investment Climate Oct 2024: Return of 'Animal Spirits' ?
The S&P 500 stock index did come close to “correction” territory during the quarter with a bit over an 8% correction. However, the much...


Investment Climate July 2024: Mega-Cap Mirage
In the second quarter of 2024, the major stock market averages continued to reach new highs. However, the drive higher was primarily...


Investment Climate April 2024: Wither the Interest Rate
The first quarter of 2024 ended with most major stock market indices in positive territory with large and mid-size indices up around 10%...


Investment Climate January 2024: The Question of Our Time, Part VII
In writing the quarterly Investment Climate, we often pause and contemplate the mere fact that we are even bothering to write about a...


Investment Climate Oct 2023: Risk Off?
The third quarter of 2023 was marred by yet more consternation over the impact of higher interest rates on the economy and markets and in...


Investment Climate July 2023: Embrace the Volatility!
We will dispense the formalities of reporting the news this quarter and jump right into the point which we almost always end up making:...
Investment Climate April 2023: The Fed, Banks and Business
In the first quarter of 2023, markets continued the wildly volatile ride that they have been on for some time now, ending the quarter up...
Investment Climate January 2023: Rip Van Winkle Revisited
The troubled year 2022 has come to a close, and with it has ended our worst year ever (by far) of investment returns on our portfolio...

Investment Climate Oct. 2022: Bullish on Innovation
Market weakness persisted in the third quarter of 2022, with the broad equity indices ending September at or near their lows for the...