Monthly Update – May 2025
March Review – Focus on long-term principles to see through the fog of uncertainty
Monthly Update – April 2025
March Review – The fog of trade wars has thickened
Monthly Update – March 2025
February Review – Trade wars lead to uncertainty and a technology selloff
Monthly Update – February 2025
January Review – Market Reversal Highlights the Benefits of Diversification
Monthly Update – January 2025
December Review – Bitcoin and stock speculation
Monthly Update – December 2024
November Review – Euphoric election response shifting to policy implications
Monthly Update – November 2024
October Review – Rethinking the rate cut cycle
Monthly Update – October 2024
September Review – The long-awaited rate cuts begin
Monthly Update – September 2024
August Review – The return of volatility
August started off with a bang, as concerns over the health of the US economy and the unwinding of the Yen carry trade triggered volatile swings in the markets.
Monthly Update – August 2024
July Review – Cooler Inflation Triggers a Massive Rotation into Small Cap Stocks
On July 10, the Bureau of Labor Statistics reported that consumer inflation came in below expectations for the month of June.