Q4 2024 Market Outlook

Published on September 25, 2024

Bracing For Turbulence
Q4 2024 Market Update

“An election is coming. Universal peace is declared, and the foxes have a sincere interest in prolonging the lives of the poultry.”- George Eliot

Q3 is always a rocky one and it lived up to its name by producing more volatility than we have seen all year. As we turn the page to the final quarter of the year, questions abound about if the market can keep up the bull run or if it’s been fatally wounded by a slowing economy and weakening labor market. The looming elections are causing anxiety levels to reach full panic mode for many investors; however, we temper that fear as elections matter much less to markets than they do to us personally. We argue the bull market is still alive and well, and we survived the weakest quarter of the year setting up for a year-end rally post-election.

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September 2024 Market Brief – USA vs. Everybody Else

Published on September 10, 2024

Portfolio construction is a delicate balance of diversification vs. conviction. Often the proper allocation is driven by Modern Portfolio Theory (MPT) and an efficient frontier, which was developed in 1952 by Harry Markowitz in his dissertation on Portfolio Selection.

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