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From the Investment Team

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April 8, 2025
Heels Digging In

Different than the open-down-close-lower trading of Thursday and Friday, the first two days of this week suggest investors are beginning to dig in their heels. Their footing continues to slip, however, as the president and members of his administration maintain stances in defiance to the market’s obvious rejection of the tariff policies announced last Wednesday. […]

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April 6, 2025
Reviews are In

The U.S. stock market plunged April 4 and 5 as investors expressed grand concerns regarding the potential impacts of global tariff policy announced the Wednesday before. The response being inarguably negative, the primary points we broadly resolved from the days’ trends include: That’s the Brief Hearkening back to the COVID-19 era, severe back-to-back declines in […]

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March 10, 2025
Cost of Relative Safety

Much as we figured in last month’s commentary, market volatility has only increased as the current administration has sought to implement its domestic and geopolitical agendas. Hard to tell what’s driving the turbulence, though we’d have to think that folks are more concerned about the potential for tariff policy to upset the domestic growth cart. […]

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February 3, 2025
Tariff-Eyeing Market Moves

With the new U.S. presidential administration comes a range of distinct methods of governing. Among that list is a seemingly blunt-force approach to trade management that over the past few days has resulted in more than a few market gyrations. We could discuss the specifics, but as soon as we might, they’re likely to change. […]

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January 27, 2025
Surprised? Shouldn't Be...

At today’s close, shares in U.S. chipmaker Nvidia Corp (NVDA) are off just under 17% after Chinese generative artificial intelligence (genAI) startup DeepSeek released an update to its large language model (or LLM, in shorthand the technology that provides the underpinnings of genAI capabilities). The update purports to radically reduce the cost of building and […]

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January 8, 2025
2024 Year in Review

Stocks roared higher in 2024, with growth stocks in the U.S. finding particular strength as the year wore on. Meantime, international equities generally suffered from weaker local returns and a stronger U.S. dollar. Investors betting on a broadly lower (and flatter) yield curve during the fourth quarter saw the opposite as longer-term yields rose, even […]

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