Fast moving markets rinse excess & test investor theses Market volatility has returned, and we are monitoring events closely. Jitters have been driven by a confluence of events (fears of a Fed policy mistake & renewed recession worries chief among them) and exacerbated by the interconnectedness of global capital markets. A primary culprit for the […]
Read MoreMarket review US stocks staged an impressive revenge rebound after their brief slump in April, leaving the pessimistic ‘sell in May and go away’ crowd in tears. Comeback catalysts included another round of earnings surprises from the Mega-Cap tech juggernauts and a bouquet of ‘goldilocks’ economic reports that collectively hinted at an optimal mix of […]
Read MoreMarket review After a steady three-week pullback that eclipsed 5%, US stocks staged a heroic rebound toward the end of the month, according to Bloomberg. Nervous investors wiped their brow as strong Q1 earnings reports from Mega-Cap tech companies helped prop up the market despite an increasingly consensus opinion that interest rates could stay higher […]
Read MoreUS stocks sprouted to new record highs over the month, feeding on the stimulative nutrients of robust corporate earnings, moderating inflation pressures, and a more resilient-than-expected economy.
Read MoreIt was a highlight reel month for stocks - juking typical seasonal patterns of weaknesses – while bonds stayed confined mostly to the sidelines.
Read MoreLove and drama is in the air on Wall Street, with nostalgic investors rekindling their romance with AI-fueled megacap tech stocks and abruptly ending a brief but passionate year-end tryst with mid-and small-cap stocks.
Read MoreA surprise dovish shift in Fed temperament led to a Bullcember to Remember and a dramatic unwind of the crowded ‘higher for longer’ trade.
Read MoreBurnham Harbor Private Wealth is proud to announce that it has officially launched as an independent Registered Investment Advisor.
Read MoreWe are so excited to announce the launch of our new independent wealth management firm: Burnham Harbor Private Wealth. Burnham Harbor was the result of our shared belief that our clients’ interests should come above all else period.
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