Economic & Market Report: The Drag 7

The so called ‘Magnificent 7’ is the latest grouping of tech and tech adjacent companies that have dominated the stock market in recent years.  Its members include the following names in order of market cap: Apple, NVIDIA, Microsoft, Amazon, Alphabet (ne Google), Meta Platforms (ne Facebook), and Tesla.  Together they make up a staggering +32% of the entire weighting of …

Economic & Market Report: The Rhythm of the Heat

It has been the primary downside risk confronting financial markets for the last few years: the persistent threat of a renewed rise in inflation.  The kindling continues to be placed to reignite a new inflationary blaze.  Only time will reveal how high the flames will reach if and when the next fire starts to burn. “Often is the case of …

Recovering from a Down Year: Fixed Income Returns and What Investors Should Know

As we’ve recently experienced market volatility, many investors wonder how fixed-income investments hold up in the aftermath of down years. Historically, fixed-income securities, such as bonds, have been considered a safe haven during turbulent times. Yet, understanding how these assets perform after a downturn is crucial for effective portfolio management and financial planning. The Role of Fixed Income in Investment …

Economic & Market Report: The Fast & The Furious

Another storm rolled across capital markets to start this week.  This time, it was the shock headlines over the weekend that the United States would be instituting tariffs against its close neighbor trade partners Canada and Mexico, which cast doubt on the sustainability of economic growth across the region as well as the potential inflationary impact of such measures.  But …