Market Outlook 2024: Will Consumers Shrug?

Market Outlook 2024: Will Consumers Shrug?

Who Is John Galt?   In 1957, Ayn Rand, an anti-statist public intellectual, wrote her magnum opus – Atlas Shrugged. The best-selling dystopian novel depicted a United States devastated by excessive taxation and government regulation. At its core, Ayn Rand’s main...

The Market in Pictures, December 15

Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and the way they fit the unfolding puzzle of evidence: John Luke: The story of this week was the Fed, and how far out in front the market is in terms of rate cuts...

The Market in Pictures, December 8

Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and the way they fit the unfolding puzzle of evidence: Dave: Markets are currently obsessed with the idea of multiple rate cuts in 2024. Historically, rate “holds”...

The Market in Pictures, December 1

Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and the way they fit the unfolding puzzle of evidence:   Beckham: We just completed a 2 year period where both the NASDAQ 100 and S&P 500 Equal Weight were...

The Market in Pictures, November 24

Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and the way they fit the unfolding puzzle of evidence:   Dave: Advisors know this has been a challenging year for the typical stock relative to the S&P 500...