A brief update on recent stock market volatility.
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Despite the strong rebound from the October 2022 lows, many investors continue to question the legitimacy and strength of the current rally in stocks. In this update we address these issues and present a view supported by historical data to help provide peace of mind and clarity.
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In spite of a constant chorus of negative news, we remain optimistic on the intermediate and long-term growth prospects for corporate earnings, the economy and capital markets.
Our Q2 client letter provides evidence and data supporting our outlook. We have attempted to highlight data that has not been broadly covered by the media and other investment research firms that shed light on the rationale behind out strategies.
In spite of an uncertain background, we remain bullish on economic growth and equities. We provide multiple reasons to support our outlook as well as insight into recent strategic changes we’ve made in client portfolios.
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As states wrestle with increased expenses and lower tax receipts, investors are debating the merits of states and municipalities utilizing the bankruptcy code to seek relief from projected budget shortfalls. But, can states use the bankruptcy code to do so? We provide the answers.
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With help from our research partner FundStrat, we provide context to the current economic and market recovery by comparing it to the same time period following the 2009 financial crisis. The parallels are striking.
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Fascinating webinar on the impact of human emotions on investor decisions and psychology.
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