Outlook and Positioning

SUMMARY It’s been an interesting last few months. I hope you were prepared for the volatility. In the midst of the market decline in March, I provided my updated views in my Outlook & Positioning piece. You can read it here… Outlook & Positioning March 17, 2025 Since my March Outlook & Positioning piece, President […]

SUMMARY Remember volatility? Here we are again. Following the Republican sweep in the November elections, investors were optimistic about the potential for a strong business environment under Republican leadership. I’m not going to rehash my commentary on and concerns with the potential issues surrounding tariffs, government spending cuts, immigration/deportation, inflation pressures, etc., but these are

SUMMARY Volatility finally picked up in the equity markets over the last couple of months. Patient investors waiting for a better opportunity and looking to add risk may have been rewarded if they “bought the dip”. In August we finally had the correction in artificial intelligence-related stocks, which I had been waiting for. Prior to

SUMMARY Just choppin’ around, except for AI.  Equity and bond markets continue to chop around, with continued strength in artificial intelligence-related technology/semiconductor stocks.  Even stocks in the utilities sector rallied strongly for a bit under the narrative that artificial intelligence support will require significant energy needs.  Energy stocks also rallied strongly until OPEC+ announced no

Equity markets continue to chug higher and bonds remain choppy, but there are some potential opportunities to consider for longer-term investors.