Commentary and Research Papers
August 19, 2025
2024
The S&P 500 notched its biggest Q1 advance in half a decade, rising 10.2%. This marked the index’s fifth gain in the last six quarters and a second straight double-digit quarterly percentage gain. Meanwhile, the Nasdaq narrowly missed what would have been its fourth double-digit percentage gain in the last five quarters.
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August 19, 2025
2024
Stocks powered ahead in the first quarter, adding to strong fourth quarter gains. Continued enthusiasm for all things artificial intelligence (AI), along with US economic resilience and expectations for eventual rate cuts by the Federal Reserve, provided an attractive platform for equity market investors. An economic soft landing, deemed a far-fetched hope early in 2023, became the consensus call in the first quarter of 2024, as the fears of a Fed-induced recession faded.
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August 19, 2025
2024
Stocks continued their upward ascent in March, with investors gaining increased confidence in the economic environment. After looking over their shoulder toward the possibility of imminent recession over the past two years, investors finally seem to be coming around to the idea that maybe a recession is not in the cards. Continued resiliency in the economic data, despite a persistent inversion in the yield curve, and moderating inflation have increasingly made an economic soft landing a likely scenario. Late in the month, some investors were even calling for a “no landing” scenario, which means no interest rate cuts, but also means above-trend economic growth and more dependable corporate profit growth as we move through 2024.
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August 19, 2025
2024
We are excited to share with you this concise report on Bitcoin – which serves as a companion piece to our recent full-length podcast episode – where Adam Armstrong and Austin Hagaman discussed Bitcoin basics, its pricing, the upcoming halving-event, the recent host of ETFs and much more! Click to download the full report and gain access to our full analysis and be sure to listen to the full episode of our podcast, Amplified Wealth for a more comprehensive discussion on the digital currency and its future in the marketplace.
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August 19, 2025
2024
The February earnings season was a tumultuous few weeks for the Small Capitalization Value (SCV) Portfolio. We had several companies that produced fine 4th Quarter earnings but delivered somewhat cautious and/or disappointing forward outlooks.
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August 19, 2025
2024
Stocks resumed their upward momentum in February, led once again by the surging artificial-intelligence related stocks. New all-time records were hit for the Standard & Poors’ 500 and NASDAQ Composite, both of which have significant exposure to the large cap Technology stocks that are seen as the early winners in the AI boom. These index gains came despite the scaling back of interest rate cut expectations by investors vs. the end of 2023, when pundits were forecasting as many as seven rate cuts in 2024.
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