Q4 2024 Investor Call
Watch Stash and Michael review the fourth quarter of 2024 and discuss strategy for the upcoming year. https://us06web.zoom.us/rec/share/tDOFvvaHFRJCpJQt4iFkpk0lANgUZGh6h-ny2NM2Bp1iaxl6v_Le9EEkhI6fajag.xARHyUzrrZblsftn?startTime=1736873368000…
January 2025 Investor Report
Equity prices experienced a rebound during the first month of 2025. The ride was anything but smooth as we witnessed a material increase in volatility…
December 2024 Investor Report
Markets ended a good year on a weak note, as the Santa Claus rally never came. Two of the three major domestic indexes lost value…
November 2024 Investor Report
The stock market returned to its winning ways after President Trump was elected the next President of the United States. The move higher in risk…
October 2024 Investor Report
Markets used an end-of-month sell-off to generate broad losses across all three major domestic indices. For October, the Dow Jones Industrial Average was the biggest…
September 2024 Investor Report
The market experienced another choppy month where the initial days brought noted weakness, and the subsequent end of the month brought strength. Overall, markets used…
August 2024 Investor Report
The volatility and rebalancing trade continued into and throughout August. The technology sector continues to underwhelm the broader industries that lagged in performance for the…
July 2024 Investor Report
July brought uneven performance as the AI-technology trade put downside pressure on the major domestic equity indices throughout the month. An end-of-month rally could not…
June 2024 Investor Report
While May saw broad gains across the board, June saw varying performance among industries and asset classes. This month, the divergence between mega-cap tech and…
May 2024 Investor Report
May generated positive gains across the board for the major domestic equity indices. The performance was certainly a welcomed sight as it was such a…
