December Market Recap: Flat Returns, Strong Year, and Why Scenario Planning Matters
December was a fitting finish to a year that tested investor patience, challenged assumptions, and ultimately rewarded discipline. While the final month of 2025 delivered muted returns, the broader year reinforced an important theme: macro outcomes like inflation, growth, and Fed policy are driving ...
By Justin Lowry
Navigating Steady Gains, Shifting Signals, and the Early Stages of AI Growth
After what we believe to be an uncharacteristically strong September, markets entered October with potentially renewed momentum and a sense of cautious optimism. Both equities and bonds delivered modest but meaningful gains as investors recalibrated expectations around inflation, monetary policy, an...
By Artha
Free Falling: The Market Correction Roadmap
The recent market volatility has seemed so fierce that it feels like it’s been going on for far longer than it has. In fact, it’s only been a little over a month since the S&P 500 first closed in correction territory (Source: Based on S&P 500 prices per Bloomberg. Correction measured as the recent S...
By Justin Lowry
Bitcoin’s Road to 100k
Bitcoin advocates rejoiced on Thursday (12/05/24) as Bitcoin crossed the $100,000 mark for the first time. It has since teetered above and below the milestone, but the milestone was finally achieved after Bitcoin enthusiasts had been touting this mark for years. However, as those who track the asset...
By Justin Lowry
Does the Election Matter for Markets?
As of the date of this article (10/30/24), we are now inside one week from the U.S. Presidential election. Therefore, we believe it’s fair to wonder whether the outcome of the election matters for the markets. There’s no question that the battle for the top spot in the country, and arguably, the wor...
By Justin Lowry
Are Rate Hikes Bullish or Bearish?
The Federal Reserve finally made its highly anticipated target funds rate cut during its September 18th Federal Open Market Committee (“FOMC”) meeting, slashing the upper bound target by 50 basis points. It’s hard to believe that this marks the first rate cut in over 4 years, particularly when you ...
By Justin Lowry