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Looking back on the fourth quarter of 2024, the conclusive outcome of the presidential election—regardless of one’s political preferences—provided clarity which boosted market confidence. 
3/14/2025
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Most consumers are aware that the price of an item and its value have an imperfect relationship. In a market-based economy, price and value tend to be correlated, but around the edges, they diverge based on consumer preferences.
9/3/2024
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“It’s tough to make predictions, especially about the future” is a famous quote from Yogi Berra. We began the year with many predicting a recession of varying degrees, followed by a Federal Reserve rate-cutting cycle that would be welcomed by financial markets. We got neither. 
8/8/2024
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Since the attempted assassination of Donald Trump, I have been contemplating whether there might be any economic or market implications. In reviewing the stock market’s reactions to political assassinations attempts, I found it to be a mixed bag of performance.
6/30/2024