Insights
Looking for a Melt-Up, a Meltdown, or Just a Solid Year? We Like Door No. 3!
“We’re runnin’ outta timeSo, tonight we’re gonna party like it’s 1999.” – Lyrics from Prince’s song and album of the...
Can the 2023 “Goldilocks” Economy Continue in 2024?
The numbers are in—no more guessing about growth levels or inflation rates for 2023. That is all in the rearview...
Solid Results and Finish to 2023. Back to Normal Is Our Theme for 2024.
Our theme for the equity market as we approached 2023 was: 2023 is likely to be the inverse of 2022. We’re deeply...