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Archive

Thoughts On ... The Song Remains the Same-ish

December 15, 2023 |Matt Barasch

2023/2024: The Song Remains the Same-ish We came into 2023 with a cautiously optimistic outlook. We would summarize our views as the following: We felt that the first half of the year was likely to be weak for stocks, but that the second half of the year...

Where are markets and the dollar headed?

Despite some recent weakness, stocks are up sharply from the December, 2018 lows. We have a lively discussion about where we go from here, what some of the biggest risks are, and some of the biggest issues on clients' minds.