Insights

Burnham’s Blueprint – January 2025

We are excited to introduce our first Burnham’s Blueprint, a financial market touchpoint using up and coming industry trends, data and updates to prepare you for the months and year ahead. Burnham’s Blueprint will be published quarterly, touching on all sides of the domestic and global markets, ranging from consumer spending to recession probabilities. Let’s […]

Burnham Harbor Insights – Market Update

A bit of defense now, to setup offense later. Seeking to tactically preempt potential election-related volatility.

Burnham Market Insights – Market Volatility

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 […]

Burnham Market Insights – June 2024

Market 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 […]

Burnham Market Insights – May 2024

Market 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 […]