Insights

Growth stocks seem a little tired.  Give them credit where it is due, they have sizzled over the last few months.  However, in the wake of Nvidia’s extremely-solid-but-not-quite-lights-out earnings report and strong-but-not-pound-the-table-strong forward guidance, investors have decided that the tech sector might need to rest for a little while.

The second quarter came in like a shark and went out like a kitten.  The first six trading days of the quarter were wracked with tariff fears and selling, then we got the policy reversal, and then investors increasingly traded stable assets for those that had more upside potential.

Of Pianos, Mattresses, and Light Switches - Why it is Especially Challenging to Manage Assets in this Environment

Trademark Blog Post – December 11, 2024: The U.S. stock market surged after the November election.  Investors remembered that in the...