Research

Asset Allocation | March 2024

U.S. large-cap stocks (S&P 500) continued to melt up in February and turned out a 5.3% total return during the month, as earnings season provided an upside catalyst with mega-cap technology stocks tied to the artificial intelligence (AI) theme leading the way.

Weekly Market Commentary | January 29 2024

US Equities Make New Highs On Earnings and Sales Growth From Early Results. The S&P 500 saw a tapered gain of 1.07% compared to weeks prior but closed at a new high of 4,890, marking its third consecutive weekly advance.

Asset Allocation | January 2024

Our 2024 outlook is a natural follow-up to our 2023 outlook, which, as some readers will recall, was “Lots of Stuff May or May not Happen in 2023.” At the risk of appearing immodest, our 2023 outlook wasn’t just correct, it was spot-on, dead-bang, on-the-money correct, as lots of stuff did indeed happen in 2023 and lots of stuff indeed didn’t happen in 2023. Moreover, some of the stuff that happened in 2023 was stuff we thought would happen, and some of the stuff that didn’t happen in 2023 was stuff we didn’t think would happen.