Q4 2023 Market Outlook and Investor Letter
2023 wrapped up with a strong rally in the market, leading to the S&P 500 returning 26% on the year including dividends. However, look past the strong headline numbers and
2023 wrapped up with a strong rally in the market, leading to the S&P 500 returning 26% on the year including dividends. However, look past the strong headline numbers and
If you follow news in the housing market, you may have seen that existing home sales transactions have fallen 20% year over year in July and August of 2022. The
The National Association of Homebuilders (NAHB) sentiment index is based on a monthly survey of homebuilders and considers the current sales, expected sales over the next 6 months, and prospective
The first quarter of 2022 saw inflation risk, interest rate risk, and geopolitical risk rise to the forefront. With the S&P 500 down 5% this year, is this another opportunity
The lack of additional fiscal stimulus and withdrawal of monetary stimulus could cause a serious hangover for a market that is drunk on stimulus. The S&P 500 capped off a
Topics: Individual investors are the most bullish at the wrong time. GMO expects -8% annual stock market returns and signs that we are in the endgame. September may have ended
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