Recent Posts by Robert Cagliola, CFA and Robert Hahn, CFA:
by Robert Cagliola, CFA and Robert Hahn, CFA, on Feb 8, 2024 2:37:08 PM
Market Commentary Sir Isaac Newton once said, “What goes up must come down.” Thankfully for the markets this appears to apply to 10-Year Treasury rates as well. The market began …
Read Storyby Robert Cagliola, CFA and Robert Hahn, CFA, on Oct 20, 2023 1:04:27 PM
Market Commentary Following a weak month of September, the adage “Red sky at night, sailor’s delight. Red sky in morning, sailor’s warning” comes to mind. For investors, the question is …
Read Storyby Robert Cagliola, CFA and Robert Hahn, CFA, on Jul 26, 2023 11:39:55 AM
Market Commentary “No matter how long the Winter, Spring is sure to follow.” Following a volatile 2022 the preceding English proverb comes to mind. The first quarter started off strong …
Read Storyby Robert Cagliola, CFA and Robert Hahn, CFA, on Jul 26, 2023 10:54:50 AM
Market Commentary “The reports of my death are greatly exaggerated” is a famous quote attributed to Mark Twain following inaccurate rumors of his death. After a 7.5% bounce in Q1, …
Read Storyby Robert Cagliola, CFA and Robert Hahn, CFA, on Jan 19, 2023 2:16:28 PM
To say the least, 2022 has been a very challenging year in many respects. For the markets, the benign investing environment quickly changed from one characterized by exceptional liquidity provided …
Read Storyby Robert Cagliola, CFA and Robert Hahn, CFA, on Oct 14, 2022 4:40:58 PM
The third quarter is best summed up by the famous Dickens quote from A Tale of Two Cities: “It was the best of times. It was the worst of times” …
Read Storyby Robert Cagliola, CFA and Robert Hahn, CFA, on Aug 3, 2022 5:13:37 PM
The second quarter was marked by exceptional weakness as the S&P 500® declined by 16.4% with very few places to hide. For the first half of the year, the index …
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