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Data Update 2 for 2024: A Stock Comeback - Winning the Expectations Game!

Musings on Markets

While stocks had their ups and downs during the year, they ended the year strong, and recouped, at least in the aggregate, most of the losses from 2022. Stocks ended the year well, with November and December both delivering strong up movements, and while this left investors feeling good about the year, it was a rocky year.

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Risk Capital and Markets: A Temporary Retreat or Long Term Pull Back?

Musings on Markets

In 2022, as bond rates have risen, stock prices have fallen, and crypto has imploded, even true believers are questioning what the bottom for markets might be, and when we will get there. Risk Capital: What is it? As inflation has taken center stage, markets have gone into retreat globally, and across asset classes.