Our Blog

The conflict and human toll is undeniably sad. But, barring significant expansion to include other groups and states, it is unlikely to have a lasting or material impact on North American markets.

Sometimes its best just to give proven portfolio winners the time needed to re-establish their long-term trends. After a stretch of underperformance, United Healthcare would be one such name. Brookfield Infrastructure Partners would be another.

... although not always. Let's take a look at what an "outside reversal" is, and why it happened today.

I've received several inquiries on this topic, so let's discuss.

If so, peak interest rates may already be here, and cuts may come sooner than in the U.S. As such, a greater allocation to fixed-income is warranted. This adjustment, and others, will be implemented to client client portfolios early next week.

Markets have largely moved sideways the past couple of months. Is this the beginning of a trend reversal for 2023? or is it the pause that refreshes? My read leans toward the latter.

Also, Cisco was sold from discretionary client accounts.

... might the Fed rate hike cycle be at its end? While the door was undeniably left open to further hikes, to my ear it seemed the Fed is leaning toward being done.

... but after such a strong start to the year, this correction is not only expected, but healthy.