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Client Memo: Is it 1999 All Over Again? currency trade effects investment strategies market analysis market trends risk management Sep 30, 2025

Client Memo: Is it 1999 All Over Again?  

Many of us can recall the absolute euphoria that occurred in the mid-to-late 1990s.  Companies with a “.com” at the end saw crazy volatility, mostly to the upside until the turn of the century before most of them went bankrupt.  

Today, the debate is simil...

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The Long Unwinding Road currency trade effects financial insights market analysis market trends s&p 500 tech stocks u.s. economy yen carry trade Aug 05, 2024

The S&P 500 Index hit its last all-time high on July 16th at 5,669. Since then, the market (as of this writing) is down about 8%. However, some stocks, namely Mega cap tech stocks, are down far more. The SPDR Technology Index ETF (XLK) is down 16% since its July 10th high.  

What is driving this mo...

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