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Weekly Market Commentary 3/10/25

  Weekly Market Commentary March 10, 2025     The Markets   What do weather and investing have in common?   From 1991 to 2020, the average temperature of the United States was 54.7° Fahrenheit. Of course, that doesn’t mean…

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Advisor Insights

Weekly Market Commentary 3/3/25

Weekly Market Commentary March 03, 2025 The Markets Is it supposed to be doing that? At the end of last year, economists believed the chance of a recession in 2025 was relatively low. In December, economist Torsten Sløk wrote, “The…

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Advisor Insights

Weekly Market Commentary 2/24/25

Weekly Market Commentary February 24, 2025 The Markets A difference of opinion. Broadly speaking, there are two types of investors: individual investors and institutional investors. Individual investors buy and sell investments to grow their personal wealth. This group of investors…

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Advisor Insights

Weekly Market Commentary 2/17/25

Weekly Market Commentary February 18, 2025 The Markets Why are stock markets wary of tariffs? In two of the last three weeks, tariff announcements led to late week stock market sell-offs. Stocks quickly recovered lost value, but uncertainty about the…

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Advisor Insights

Weekly Market Commentary 2/10/25

Weekly Market Commentary February 10, 2025   The Markets   Optimism headed south on Friday.   After rising for most of the week, stock markets lost momentum last Friday as economic data raised doubts about further Federal Reserve rate cuts,…

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Advisor Insights

Weekly Market Commentary 2/3/25

  Weekly Market Commentary February 03, 2025    The Markets   Wait! What just happened?   Last week, investors were inundated with market-moving data and news. Stock markets gyrated as investors tried to process everything that was occurring. Here’s some…

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Advisor Insights

Weekly Market Commentary 1/27/25

Weekly Market Commentary January 27, 2025 The Markets What moves financial markets? The short answer is: Lots of things! Almost one hundred years ago, Benjamin Graham and David L. Dodd wrote, “the market is a voting machine, whereon countless individuals…

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Advisor Insights

Weekly Market Commentary 1/20/25

Weekly Market Commentary January 21, 2025 The Markets As the markets turn. Last week, investors breathed a sigh of relief when the latest price data showed core inflation, which excludes volatile food and energy prices, moved lower in December. Investors…

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Advisor Insights

Weekly Market Commentary 1/13/25

  Weekly Market Commentary January 13, 2025     The Markets   Bond yields are rising—and they have investors’ attention.   Last year, the United States Federal Reserve (Fed) lowered the federal funds rate by one percent. (The federal funds…

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Q1 2025 Market Outlook: Four Themes Worth Watching

Bull Market Momentum, Fed Rate...

https://www.linkedin.com/pulse/investor-letter-1q-2025-zachary-mineur-cfa-cfp--zpf4e/?trackingId=ETDEy0f0TR%2BJI61tFJR1Vg%3D%3D
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