by Shiree Hirsch | Jul 7, 2025 | Market Outlook
JULY 7, 2025 It was a historic quarter, given the elevated market volatility due to political factors that affected the economy and markets, with an intensity we have not seen in a long time. The S&P 500 climbed an astounding 24.5% from the lows on April 8th to...
by Shiree Hirsch | Apr 22, 2025 | Market Outlook
APRIL 22, 2025 As we said in the last quarterly letter just three months ago, we notice that despite the Fed cutting short-term rates, long-term interest rates have gone up. The bond market is not going along with the Fed. Interest rates must ultimately reflect the...
by Shiree Hirsch | Jan 8, 2025 | Market Outlook
JANUARY 8, 2025 As you will see, the stock market finished on a strong note, capping another very good year. Fourth quarter performance was a bit of a reversion to previous trends. A few larger technology stocks produced the best performance, nonetheless the overall...
by Shiree Hirsch | Oct 3, 2024 | Market Outlook
OCTOBER 3, 2024 The third quarter was another strong quarter for stocks. However, for the first time in quite some time, we saw mid and small companies outperform large company stocks. You can see this on the cover page we send; look at the reported index performance...
