Quarterly Newsletter

Quarterly Newsletter

Featured Quarterly Newsletter: 1st Quarter 2024

If you refer back to our quarterly client advisory note in early January, you will see we presented our view that various investor headwinds – inflation, high interest rates, supply chain disruptions and more – were likely in the process of reversing course to set up conditions that could greatly reward investors in coming months.

Well, rates have fallen, inflation is lower, supply chains have improved. So, not surprisingly, corporate profits and domestic stock prices have moved higher as we suggested they might. Of course, now with everything having gone so well, you may wonder is it too late to catch this bull market? Has the train left the station? Or is there anything else that could fuel the recent rally over the coming year?

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