Despite energy price fluctuations caused by the War in Iran - and the uncertainty added to an already complicated inflation picture -
Today’s financial markets have solid fundamental underpinning, as seen in the impressive +25% earnings growth expected for the S&P 500 in 2026. Still, some of
The stock market's been on a tear, driven largely by a handful of big tech names, the so-called Magnificent Seven. While we recognize that valuations are
In the ever-evolving landscape of investment opportunities, municipal bonds have emerged as a compelling option for investors seeking stability and attractive
- Tariff-Driven Volatility in Economic Data: Business pulled forward imports to build up inventories ahead of tariffs, causing a decline in GDP in the 1st quarter
Portfolio Perspective
As of June 9th, 2022
MARKET DECLINES
As we mentioned in the quarterly letter, experiencing declines in both bonds and stocks