The Roundup Quarter in Review – Q3 2024 The third quarter of 2024 saw a continuation of strong equity returns, but with a noticeable difference: the Magnificent 7 (MSFT, AMZN, META, APPL, GOOG, NVDA, TSLA) began to show signs of weakness, relative to the broader...
The Roundup Quarter in Review – Q2 2024 The one common theme that continues to ring through the markets over the last several quarters, and this one was no exception, eternal hope for interest rate cuts by central banks supported by lower inflation. In June, the...
The Roundup Quarter in Review – Q1 2024 From the end of 2023 and into the first months of 2024, a “risk on” mentality persisted where certain themes were playing through: 1) The market embraced a “soft landing” as opposed to a full-blown, nasty recession. 2) The...
