by lportee53 | Aug 18, 2026 | Newsletters
Second Quarter Summary 2026 As I reflect on the past quarter, I am again reminded that markets rarely ever move in a straight line. After a sharp drop immediately following the start of the war with Iran, investors regained confidence as the economy showed resilience...
by lportee53 | Aug 18, 2026 | Newsletters
First Quarter Summary 2026 Hopefully, you have had a nice start to your 2026. All things considered, the first two months of the year were relatively status quo. Unfortunately, the US/Israeli and Iranian struggle came to a head near the end of February. It has...
by lportee53 | Jan 23, 2026 | Newsletters
2025 Review and Looking Forward As 2025 neared a close, mid-December markets pushed forward before settling just shy of all-time highs. Stock markets around the world finished the year in positive territory. However, looking only at the end-of-year gains implies an...
by lportee53 | Jan 23, 2026 | Newsletters
Third Quarter 2025 Commentary The third quarter of 2025 saw sustained resilience for the global economy. While we’ve experienced our share of uncertainty this year, current markets have continued forward, building conviction from the lows of April 8th. Read More...
by lportee53 | Aug 29, 2025 | Newsletters
Second Quarter 2025 Summary Hopefully you have enjoyed your summer up to this point. I’m also hoping you’ve been able to avoid the daily news cycle; it’s been a bumpy ride. Markets around the world ended the quarter on a high note and we are on pace...
by lportee53 | May 22, 2025 | Newsletters
First Quarter 2025 Commentary The first quarter of 2025 has been noteworthy, and the past few weeks have been especially volatile. I started writing this summary, readjusted the original, and then rewrote it yet again. My apologies for this delay. Due to uncertain...
