Rates was a focus but monthly change muted. Tech earnings getting a bump from other investments.
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The Market, rather than the Fed, hiked rates. And an “awareness” of the impacts of leverage.
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“I don’t know, Jessie. Toys are for play, but tech is… tech is for everything.” - Woody
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Equities extended the rally from April on the back of AI-related projected earnings
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Nothing to see here… just 10+% equity returns… over 1 month!
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The calm steady march higher ended in March with the war in Iran.
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Comments through end of February. Be sure to look under the surface… and have the right sized boat.
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A solid start to the year, at least through 1/31. And watch mortgage rates!
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Neutral end to the year… except for International Equities
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Cooler temperatures and cooler markets
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Another strong month as markets brush off any concerns – until they don’t
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The historically weak September returns were quite solid this year.
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