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What Investors Care About

What Investors Care About

Starting from Hero, Got Nothing to Lose Tracy Chapman’s return to the stage to perform her 1988 song “Fast Car” made major Grammy headlines this week. Given the splash of the entire awards show, some other big 2024 Grammy moments are sprinkled throughout the paragraphs that follow because, well, music is life. I replaced “zero”…Read more

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What Investors Care About

January 2024 MARKET LOOKBACK

January 2024 MARKET LOOKBACK

Macro It was an eventful start to the new year for stocks and the economy. Here’s what went down in January. Some would say it has been a long time coming, but the S&P 500 finally hit new all-time highs in January. Economic growth was strong in the fourth quarter of 2023, with gross domestic…Read more

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January 2024 MARKET LOOKBACK

Balanced Mandate Risks

Balanced Mandate Risks

Navigating the Fed’s Dual Mandate Inflation has come down faster than expected, unemployment has remained low, the stock market has hit new all-time highs, and consumer sentiment has improved. It’s hard to imagine a better past few months for the Federal Reserve’s attempt at achieving a soft landing. However, this doesn’t mean that the coast…Read more

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Balanced Mandate Risks
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