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Post-Election Debrief: The election is over; now what?

Leeward Investment Team
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November 15, 2024
We remain optimistic about stocks.
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It's black and white, not red and blue - stay invested!

Leeward Investment Team
|
October 22, 2024
Markets tend to advance following the general election.
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3Q24 Review and Outlook

Leeward Investment Team
|
October 7, 2024
Stocks and bonds moved higher as the Fed rate cut cycle began.
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Entering a mid-cycle slowdown

Leeward Investment Team
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August 5, 2024
In this piece, we touch on some of the drivers for the equity market volatility experienced in early August 2024.
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2Q24 Review and Outlook

Leeward Investment Team
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July 11, 2024
Markets extended gains in the second quarter, supported by strong earnings.
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1Q24 Review and Outlook

Leeward Investment Team
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April 10, 2024
Equity markets started the year strong, and optimism for a "soft landing" continued to build.
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4Q23 Review and Outlook

Leeward Investment Team
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January 19, 2024
Markets rallied in 2023 as inflation cooled and the Fed signaled the end of its rate hike cycle.
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Regional Bank Weakness

Leeward Investment Team
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March 13, 2023
In this piece, we recap the failures of Silicon Valley Bank and Signature Bank, provide our view on the risk that their collapse may pose to the broader financial system, and outline potential impacts on the trajectory of interest rates and markets.
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Our thoughts on the 2022 midterm elections

Leeward Investment Team
|
November 11, 2022
In this piece, we cover the outcome of the 2022 midterm elections as well as the implications of that outcome on the policy environment in Washington, the operating environment for companies, and the landscape for investors.
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