Seeing The Forest for The Trees In the dynamic realm of capital markets, it’s all too easy to become engrossed in the intricate details of isolated data points, geopolitical tensions, and statements from the Federal Reserve. However, it’s crucial to take a step back and heed the age-old wisdom of “seeing the forest for the trees.” Unquestionably, the recent tensions … Read More

It’s that time of year again! The kids are back in school, weekends are filled with football games and the relentless summer heat is subsiding. Moreover, this is a time when the institutional powers return from their Hamptons retreats to reclaiming their money management roles from their understudies and scour recent data in search of the pivotal insights that will … Read More

Over the past few weeks, you might have noticed a modest retreat in the markets. I’d like to offer my viewpoint on why this adjustment is occurring and provide you with a clear understanding of the situation.   The stock market’s ascent in 2023 was fueled by several foundational factors that have been the subject of conversation all year; better-than-expected … Read More

The tech heavy S&P 500 and Nasdaq extended their winning streak to five consecutive months, while the Dow Jones Industrial Average marked its second consecutive month of gains in July. The Dow closed the month with a 3.34% increase, the S&P with 3.11%, and the Nasdaq with 4.04%. Notably, the small-cap Russell 2000 outperformed all, registering an impressive 6.05% gain. … Read More

I recently spent the 4th of July week in Michigan with Julie and the kids (Hank, our little Yorkie, came along too), which has become a family tradition every summer. If you’ve never been “Up North”, as Michiganders call anything above the middle of the mitten, you are truly missing out on some of Americas most beautiful scenery and perfectly … Read More