by Jeff Krumpelman, CFA | Aug 2, 2023 | Insights
“Things turn out best for the people who make the best of the way things turn out.” – John Wooden Despite Skepticism, the Rally Is Real The S&P 500 got off to a good start in the second half of 2023, rising roughly 3% in the month of July.1 The Index has risen...
by Jeff Krumpelman, CFA | Jul 13, 2023 | Insights
“Extraordinary magic follows you aroundand the camera can’t catch it,you won’t see it in the mirrorbut I see it, I see it…I see extraordinary magic in you.”—Lyric from “Extraordinary Magic” Nasdaq & S&P 500 Advance It’s very hard to come up with a phrase to...
by Jeff Krumpelman, CFA | Jun 8, 2023 | Insights
When you’re chewing on life’s gristle, don’t grumble, give a whistle and … always look on the bright side of life. — Lyrics from “Always Look on the Bright Side of Life” from the film “Life of Brian” Taking a look back at May market activity, the S&P 500 extended...
by Ocean Heights Advisors | May 25, 2023 | Insights
Download as PDF Dear Clients and Friends: The debt ceiling issue is in the headlines everywhere, with mentions of potentially dire consequences for the economy and financial markets should it not be resolved successfully. Given client questions, we share below our...
by Jeff Krumpelman, CFA | May 9, 2023 | Insights
You’ve got yourself stuck in a moment, And now you can’t get out of it.— Chorus from a U2 song Not much has changed in the last six months, going all the way back to November 2022. Since then, the S&P 500 has traded in a relatively tight range of somewhere between...
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...
