Monthly Update - January 2024
February 5, 2024 •Nathan Willis
Hold that thought
The progress of the economy in January threw cold water on the market’s hopes for interest rate declines. Much of the data...
Read MoreMonthly Update - December 2023
January 4, 2024 •Nathan Willis
Monthly Update - November 2023
December 5, 2023 •Nathan Willis
Bonds deliver an early Christmas present to the stock market
November highlighted the changing dynamics between the stock and bond markets, with...
Read MoreMonthly Update - October 2023
November 6, 2023 •Nathan Willis
October Doldrums
The three-month period from June through August saw the S&P 500 return 8.3%, a big departure from the expected ‘summer doldrums.’...
Read MoreMonthly Update - September 2023
October 3, 2023 •Nathan Willis
Seeking Clarity
The S&P 500 has experienced a strong recovery from 2022 losses, led by improving economic data and AI-driven technology stock...
Read MoreMonthly Update - August 2023
September 5, 2023 •Nathan Willis
Great Expectations
“Ask no questions, and you'll be told no lies.”
― Charles Dickens, Great Expectations
Strong economic data and stock returns this...
Read MoreMonthly Update - July 2023
August 7, 2023 •Nathan Willis
Michael Jordan teaches economics
In the 1990s, Spike Lee made a series of commercials for Air Jordan's featuring the contrast between the shoes and...
Read MoreMonthly Update - June 2023
July 7, 2023 •Nathan Willis
The Annie recession – always a day away
Tomorrow! Tomorrow! I love ya, Tomorrow!
You're always A day Away! - Annie
Read MoreMonthly Update - May 2023
June 6, 2023 •Nathan Willis
Exploring the role of artificial intelligence:
Nathan: Write me a two-sentence summary of what has driven tech stock returns this year.
Read MoreMonthly Update - April 2023
May 3, 2023 •Nathan Willis
Confidence
Our economy relies on the banking system to function. The banking system relies on your confidence that your bank will take care of your...
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