by Charles Gueriteau | Oct 11, 2023 | Insights
Quarterly investors letter – Q3 2023 What an unusual combination! After a torrid start to the year, equities pulled back in the third quarter. Not only did the S&P 500 Index post its first negative quarter since Q3 2022, all nine Russell style boxes,...
by Charles Gueriteau | Jul 5, 2023 | Insights
Quarterly investors letter – Q2 2023 Proving doubters wrong One of Wall Street’s adages – the market does what it needs to do to prove the majority wrong – came true in the first half. Coming into the year, the NDR Crowd Sentiment Poll was in the midst of...
by sb | Mar 22, 2023 | Insights
by sb | Dec 27, 2022 | Insights