Strength Begets Strength
By Jeremy Bryan, CFA®, Gradient Investments, LLC As we enter the nal month of 2024, stocks in the S&P 500 are near record highs. As you may recall, stocks ended…
A Temporary Retreat or Beginning of a Trend?
By Jeremy Bryan, CFA®, Gradient Investments, LLC October returns were largely negative for the stock and bond market but are still up significantly over the past year. Investors are being…
Is Goldilocks Finding Her Bed?
by Jeremy Bryan, CFA®, Gradient Investments, LLC Posted on Oct 2, 2024 As we exit the third quarter, many global assets are positive in performance with some exceeding record levels…
The August Roller Coaster
by Jeremy Bryan, CFA, Gradient Investments LLC Posted on Sep 4, 2024 Stocks went for a wild ride in August. The S&P 500 declined rather quickly early in the month…
Stocks Rotate as Cuts Come to the Horizon
by Jeremy Bryan, CFA, Gradient Investments, LLC The stock market saw a dramatic reversion in July, as small-cap stocks significantly outperformed their large-cap counterparts for the month. Our opinion is…
Market Trends at the Mid-Year Mark
by Jeremy Bryan, CFA, Gradient Investments LLC The first half of 2024 is now complete. The predominant investment theme of the year thus far has been the secular trend of…
Strength from the Largest Companies
Stocks rallied in May and ended the month near all-time highs for the S&P 500. The indexhas been buoyed by technology, communications, and consumer companies that are largeand have a…
Weight Loss Drugs and the Impact on Markets
Last year, artificial intelligence (AI) was a hot topic and captured the imagination of investors and the mainstream alike because of the broad implications and potential for dramatic change in…
Starting Off On The Right Foot
In January, we had mostly positive performance for stocks, while bond performance was slightly negative. From an economic perspective, there is an increasing belief that we can avoid a US…