by Kelly Petersen | Apr 14, 2026 | Financial Insight, Quarterly Investment Update
Are We Still in the Same World? In the story of Rip Van Winkle, a man falls asleep in the Catskill Mountains one afternoon and wakes up twenty years later with a long white beard and an old dog who no longer recognized him. He wanders back into his village to find...
by Kelly Petersen | Jan 28, 2026 | Financial Insight, Quarterly Investment Update
At the beginning of last year, I shared ten market predictions and committed to revisiting them at year-end. By my count, seven of the ten held up, which is a solid result in a business where precision is difficult, and outcomes are often shaped by forces no one...
by Kelly Petersen | Oct 10, 2025 | Financial Insight, Quarterly Investment Update
In a 1997 Finals huddle, with the game on the line, everyone assumed the last shot would go to the greatest scorer on the floor. Instead, Michael Jordan told Steve Kerr to “be ready” – and the role player hit the winner. This year’s market has felt like that...
by Kelly Petersen | Jul 15, 2025 | Financial Insight, Quarterly Investment Update
Executive Summary GDP rebounded in Q2 with a +2.6% annualized growth rate, following a shallow Q1 contraction. Much of the strength came from inventory restocking ahead of tariffs. Core PCE inflation remains sticky at 2.7%, while the labor market continues to soften....
by Kelly Petersen | Apr 25, 2025 | Quarterly Investment Update
Executive Summary Economic data has worsened due to a decline in both the labor market and housing market, while forecasts for GDP and corporate earnings are being dramatically reduced. Regarding tariffs, we expect deals and tariff rates to decrease; however, we...
by Kelly Petersen | Jan 23, 2025 | Quarterly Investment Update
The beginning of a new year is a great opportunity to set resolutions. After reviewing over 30 market commentaries in the past few weeks and analyzing how long readers spend on my previous pieces, one of my resolutions for 2025 is to write more engaging market...
