Reports

2023: 3rd Quarter Report

2023: 3rd Quarter Report

The impact of rising trends has been felt everywhere: inflation, Fed Policy, and higher rates make it harder for corporations to increase profits. Hence the negative influence on the stock market.

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2023: 2nd Quarter Report

2023: 2nd Quarter Report

Wide gaps in performance between various sectors of the market have emerged. These gaps have expanded further in recent weeks and indicate a weak broad market.

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2023: 1st Quarter Report

2023: 1st Quarter Report

We preach against short-term focus and market timing temptation. However, rising regulatory burdens and interest rates for companies that need to borrow have increased short-term costs.

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2022: 4th Quarter Report

2022: 4th Quarter Report

Earlier market declines reversed during the quarter. Stocks in the US and abroad generally moved higher than in the preceding three months despite wobbling lower before year-end.

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