Providing you a quick update on what’s been happening in the markets and a few topics we’re keeping an eye on. Market Activity Long-term – A lot has changed over the past two years, and a lot has stayed the same. In February of 2021, the S&P 500 closed at 3931 and 23x earnings. Today, […]

The massive up-and-down changes in market liquidity during 2022 had a profound impact on what factors dominated equity performance.

Our last note we sent centered around the dynamics of the mid-term election cycle and how mid-term years are notoriously choppy with larger than average drawdowns. The good news is that 1-year returns after mid-terms are generally much better than average.     This week’s topic zooms way out to look at a concept which […]

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