2024 First Quarter Review/Outlook

Market Data for the Quarter Ending March 31, 2024: S&P 500 Stock Index: 5254, up 10.1% Ten-year Treasury Note Yield: 4.20%, up 0.33% Gold: $2,238 per ounce, up 8.0% Oil: $83 per barrel, up 16.9% The first quarter of 2024 began with an explosive move in many of the...

2024 Client Letter

Market Data for Year-End 2023: • S&P 500 Stock Index: 4770, up 24.2%• Ten-year Treasury Note Yield: 3.87%, down 0.01%• Gold: $2,072 per ounce, up 13.6%• Oil: $71 per barrel, down 10.8% 2023 produced standout gains for the S&P 500, mostly on the back of...

2023 Fourth Quarter Review/Outlook

Market Data for Year-End 2023: S&P 500 Stock Index: 4770, up 24.2% Ten-year Treasury Note Yield: 3.87%, down 0.01% Gold: $2,072 per ounce, up 13.6% Oil: $71 per barrel, down 10.8% 2023 produced standout gains for the S&P 500, mostly on the back of explosive...

2023 Third Quarter Review/Outlook

Market Data for the Quarter Ending September 30, 2023: S&P 500 Stock Index: 4288, down 3.6% Ten-year Treasury Note Yield: 4.57%, up .75% Gold: $1,849 per ounce, down 3.7% Oil: $91 per barrel, up 28.2% The S&P 500’s liquidity and artificial intelligence...

2023 Second Quarter Review/Outlook

Market Data for the Quarter Ending June 30, 2023: S&P 500 Stock Index: 4450, up 8.3% Ten-year Treasury Note Yield: 3.82%, up 0.33% Gold: $1,920 per ounce, down 3.3% Oil: $71 per barrel, down 6.6% The S&P 500 continued its powerful rally in the second quarter...