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COMMENTARY

Q2 2025 Market Commentary Thumbnail

Q2 2025 Market Commentary

The global financial system is undergoing a significant shift. Historically reliable macro anchors such as steady growth, low inflation, inexpensive credit, and globalization are no longer assured. More governments are now placing a higher priority on national security and sovereignty over economic efficiency, prompting shifts in global alliances and economic structures.

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2025 Q1 Market Commentary  Thumbnail

2025 Q1 Market Commentary

The financial markets, much like the ocean, move in powerful and rhythmic cycles like our ocean tides. Large gravitational forces pull capital into asset classes with great momentum, only to recede when conditions change. Over the last 5 years, we’ve experienced several distinct tidal cycles, each shaping the investment landscape in profound ways.

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2024 Q4 Market Commentary  Thumbnail

2024 Q4 Market Commentary

President Trump's return to the White House will bring both familiar considerations and new challenges. His views on trade, regulation, and geopolitics are well-established, but the economic landscape has shifted significantly since his first administration.

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2024 Q3 Market Commentary Thumbnail

2024 Q3 Market Commentary

For many people, the stakes could not be higher, and the idea of the “other party” winning represents an existential threat to our democracy. But Mr. Market has proven time and again that he is bipartisan, that it’s the economy that matters, not political rhetoric. And as much criticism as the Federal Reserve has received, they have managed to bring inflation under control over the past few years and guide the economy to an apparent soft landing. Based on current levels of GDP growth and unemployment, markets appear to be on relatively solid ground.

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2024 Q1 Market Commentary  Thumbnail

2024 Q1 Market Commentary

Those familiar with financial modeling have likely encountered the personal financial statement. Unlike mere snapshots of a portfolio of securities, it captures a broader spectrum of assets, including real estate and other valuables. This comprehensive approach ensures a thorough understanding of one's financial standing and facilitates informed decision-making.

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2023 Q4 Market Commentary  Thumbnail

2023 Q4 Market Commentary

The fourth quarter posted strong performance results across the securities markets with stocks and bonds rising together on news that the Fed was done raising rates.

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