Market Reflection

The earnings for Q4 2023 are now largely complete, with many interesting glimpses into what is happening with companies and their customers. To start, some general statistics: (1) 73% of…

Last year, artificial intelligence (AI) was a hot topic and captured the imagination of investors and the mainstream alike because of the broad implications and potential for dramatic change in…

2023 was another year of twists and turns for investors as anxiousness and uncertainties turned into optimism and resiliency. As the story of the year concludes, investors have benefited from…

Many film fans hear the words “Magnificent Seven” and immediately think of the American western film from 1960 or the contemporary remake in 2016 with Denzel Washington and Chris Pratt.…

With 94% of the companies in the S&P 500 having reported their earnings for the calendar year third quarter, investors have been able to assess and understand earnings trends for…

Trying to time the market seems like a simple task. Investors know the stock market does not move in a straight line throughout the year and there will be periods…

International conflicts are at the forefront of news headlines in recent weeks with Hamas/Israel tensions seemingly rising each day.  Additionally, the Russia/Ukraine war now enters its 21st month and China and…

Since the spring of 2022, investors have been dealing with consistently rising bond yields. This has occurred in conjunction with the Federal Reserve raising the Fed funds rate to slow…

Government shutdowns have become an increasing part of US politics as Republicans and Democrats try to use it as a bargaining chip or influence upcoming election strategy.  Since 1980, there…

News headlines about China, both economically and politically, have increased as of late.  Items such as a ban on iPhones for government-backed agencies, China skipping the G20 summit, and evidence…