New Year It hasn’t been the happiest New Year in the U.S. stock market, which started 2024 on the back foot. The big questions: How much upside is left for last year’s leading stocks, keeping some inevitable portfolio rebalancing for the new tax year in mind. Then there’s the matter of potential interest rate cuts…Read more
Ready, Set, Go! A new year is underway and it feels good to be back. The beginning of the year in markets is always an exciting time because so much lies ahead of us. The unpredictability of it almost seems welcome, investors aren’t yet jaded by surprises or finding out their expectations were off-base. January…Read more
Unraveling the Enigma Wrapped in Contradictions. It would be too easy and too obvious if all the signals said the same thing. But the opposite extreme isn’t fun either, the plethora of counterpoints for every point can leave investors with their heads spinning. And that’s where I think we are right now, wrapped in contradictions….Read more
