by Robert Cagliola, CFA and Robert Hahn, CFA, on April 02, 2024
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 October 18, 2023
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 October 18, 2023
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 July 26, 2023
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 July 26, 2023
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 April 17, 2023
“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 strong out of the …
Read Storyby Robert Cagliola, CFA and Robert Hahn, CFA, on January 19, 2023
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 October 13, 2022
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 July 25, 2022
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 …
Read Storyby Robert Cagliola, CFA and Robert Hahn, CFA, on July 22, 2022
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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