by Jeff Krumpelman, CFA | Apr 6, 2023 | Insights
“Genius is nothing but a greater aptitude for patience.”— George-Louis de Buffon, well-known 18th century naturalist Investors have been bombarded with a set of head-spinning headlines this month and this year, but the market has absolutely taken it in stride. We...
by Ocean Heights Advisors | Mar 27, 2023 | Insights
Whether it is a trip to the store, booking a vacation, buying a car, or paying the utility bill, inflation has become front of mind. To fight rising costs, the Federal Reserve has hiked short-term interest rates at an historically unprecedented pace, with the...
by Ocean Heights Advisors | Mar 22, 2023 | Insights
Download as PDF The following addresses our thoughts regarding events that recently transpired at two U.S. banks—Silvergate Bank and Silicon Valley Bank—as well as the government response to the challenges at these institutions and the likely market impact. What...
by Jeff Krumpelman, CFA | Mar 6, 2023 | Insights
Be curious, not judgmental.”— attributed to Walt Whitman. The nice break in January represented a respite from negative karma in 2022. The S&P 500 surged more than 6% in January, and leadership clearly centered on the more aggressive areas of this large-cap index....
by Jeff Krumpelman, CFA | Feb 2, 2023 | Insights
The U.S. stock market broke out of the gate in style and good fashion in this new year. It provided a nice breather from the negativity we all felt throughout 2022. The S&P 500 advanced over 6% in January, which marked the best January for this index since...
by Jeff Krumpelman, CFA | Jan 5, 2023 | Insights
Last year was simply painful. All three major large-cap U.S. equity indices were in the red. The Dow Jones Industrial Average declined 8.8%, the S&P 500 fell 19.4%, and the tech-laden Nasdaq took a -33.1% nosedive.¹ Headlines note that this was the weakest...
