March 15, 2023

This morning’s sharp selloff in Credit Swiss shares reminds us that banking crises, even if relatively well-contained, tend to create ripples in the aftermath.

March 13, 2023

March 7, 2023

February 14, 2023

Happy Valentine’s Day to all our wonderful Moms, daughters, and special ClearBridge Ladies!

February 7, 2023

The Seasonality Trifecta!

What is the Seasonal Trifecta you ask? Well. 

The S&P 500 finished month of January with a positive return of 6.18%. The positive return for January implies the index “Hit the Trifecta” or the final stage of the trifecta. Typically, a very bullish sign for stocks.

December 15, 2022

In last week’s newsletter, we introduced our outlook for equities in 2023. We forecasted stocks would find a better balance between the macro environment and business fundamentals in 2023, potentially tilting the scales back toward the bulls (if you missed this email or would like us to resend it, just let me know)

December 12, 2022

In our last new letter, we introduced the potential for greater balance in 2023 and pledged to share our thoughts and outlook for 2023 in greater detail: First up – Stocks!

LOOK FOR EQUILIBRIUM BETWWEN THE MACRO AND MIRCO IN 2023

December 7, 2022

November 7, 2022

Tomorrow is Election Day, and while it may take some time to tally up the results, the overall midterm picture has been gaining some clarity.

September 29, 2022

In the last several weeks, we have continued to face elevated uncertainty in financial markets due to high inflation and rising interest rates, and we thought it was an important time to take stock with the final quarter of 2022 just ahead.