Institutional sophistication for the individual investor
The stock market ended the quarter near a record high, and so did your account. On the other hand, although we are near all-time highs, the market isn’t far from where it was eighteen months ago. It goes up on good economic
The mini-panic of the last quarter of 2018 seems like a distant memory as 2019 witnessed the best start for the S&P 500 in over 20 years. The bad things that were supposed to happen early this year, notably Fed rate hikes
The stock market began 2018 with a bit of euphoria in January accompanied by many presidential tweets that seemed to tempt fate. After one mid-winter scare it drifted modestly higher until mid-October, and then abruptly accelerated to the downside culminating with December
The stock market has turned in its strongest quarter of the year so far despite the Fed’s recent quarter point increase in short-term interest rates. We had a profitable quarter. Our stock picking skills are intact as we are running ahead of
