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Client Memo: Another Good Year In The Stock Market bonds buffer etfs financial insights investing market trends portfolio protection risk management stock market structured notes Feb 10, 2025

The market boomed again in 2024 for the second year in a row. 2022 seems like ages ago, the last bad year for the markets. I wrote then about how bad it was in aggregate because 2022 was the first year that both stocks and bonds were down double-digits (typically bonds rise when stocks fall).

In 20...

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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. Ā 

What is driving this mo...

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Mid-Year Review and Outlook financial insights market analysis market trends tech stocks Jul 24, 2024

So far it has been a good year with the S&P 500 up 15.3% in the first half.1Ā However, there are some dangers lurking beneath the surface, which we will discuss. We will also dive into the interest rate environment and inflation and how it forms the basis for managing portfolios.

One thing Iā€™m watch...

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Bonds Tend to Shine Following Last Fed Rate Hike financial insights investing market analysis market trends u.s. economy Nov 03, 2023

The Fed kept rates at current levels at their meeting this week, but whether they are done with their tightening or not is yet to be determined. If there is one more hike (or even two), it doesnā€™t really matter at this point.

Monetary policy is now extremely restrictive and while it takes time for ...

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