Monthly Update - May 2025
May 5, 2025 •Peter Klingelhofer
April Review – Focus on long-term principles to see through the fog of uncertainty
“Without goals, and plans to reach them, you are like a ship that...
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Monthly Update - April 2025
April 4, 2025 •Peter Klingelhofer
March Review – The fog of trade wars has thickened
The “fog of war” is a metaphor that was first used by Carl von Clausewitz (1780-1831), a Prussian...
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Monthly Update - March 2025
March 3, 2025 •Nathan Willis
February Review – Trade wars lead to uncertainty and a technology selloff
Trump’s tarriff announcements on products (Steel) and countries (China,...
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Monthly Update - February 2025
February 3, 2025 •Peter Klingelhofer
January Review – Market Reversal Highlights the Benefits of Diversification
Market performance over the last two years has shared a unique...
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Monthly Update - January 2025
January 6, 2025 •Nathan Willis
Monthly Update - December 2024
December 2, 2024 •Peter Klingelhofer
November Review – Euphoric election response shifting to policy implications
Domestic equities rallied in dramatic fashion post-election, ending the...
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Monthly Update - November 2024
November 5, 2024 •Nathan Willis
October Review – Rethinking the rate cut cycle
The stock market churned in October, ending down slightly as the market reduced its expectation for...
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Monthly Update - October 2024
October 3, 2024 •Nathan Willis
September Review – The long-awaited rate cuts begin
The Fed finally began its long-awaited campaign of rate cuts in September! Why did they need to...
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Monthly Update - September 2024
September 5, 2024 •Nathan Willis
August Review – The return of volatility
August started off with a bang, as concerns over the health of the US economy and the unwinding of the Yen...
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Monthly Update - August 2024
August 5, 2024 •Nathan Willis
July Review – Cooler Inflation Triggers a Massive Rotation into Small Cap Stocks
On July 10, the Bureau of Labor Statistics reported that consumer...
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