by Shiree Hirsch | Apr 9, 2026 | Market Outlook
APRIL 9, 2026 1st Quarter 2026 Review Equity markets started 2026 on a strong note, with broad equity market leadership and participation. That changed in late February, with the start of the conflict with Iran, causing energy prices to rise sharply. The stock market...
by Shiree Hirsch | Jan 9, 2026 | Market Outlook
January 9, 2026 2025 in Review: A Year of Contrasts 2025 was a year of sharp contrasts. Economic growth slowed markedly, yet equity markets posted strong gains, propelled by extraordinary investment in Artificial Intelligence (AI) infrastructure. The period was marked...
by Shiree Hirsch | Oct 6, 2025 | Market Outlook
OCTOBER 6, 2025 Throughout the third quarter, markets continued their recovery from the lows we experienced in April. The S&P 500 is now up 14.83% year-to-date. Markets have justly rewarded the steadfast as always, but there have been some very positive, unique...
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...
