Bucking concerns surrounding rising interest rates and the state of the global economy, the S&P 500 has pulled off its third-best start to the year over the past 25 years. Key driving factors have included decelerating inflation, a growing possibility of a non-recessionary, soft landing, an impressive tech stock rally, …
Continue reading “Stolper Perspectives For The Quarter ending June 30, 2023”
Equity markets have been choppy so far in 2023, facing some familiar stressors and rocked by unanticipated events. The author Nassim Nicholas Taleb commented in his work: “The central idea in The Black Swan is that: rare events cannot be estimated from empirical observation since they are rare.” He has …
Continue reading “Stolper Perspectives For The Quarter ending March 31, 2023”
As we prepare to ring in the New Year, some may be linking hands to join in a chorus of Auld Lang Syne with a particular enthusiasm for the lines: “Should auld acquaintance be forgot, And never brought to mind?” From an investor’s perspective, many will be pleased to have …
Continue reading “Stolper Perspectives For The Quarter ending December 31, 2022”
The late Jack Bogle, an investment industry titan and founder of The Vanguard Group, once declared that “the stock market is a giant distraction to the business of investing.” Equity prices, at any given time, reflect more than the value of the underlying businesses and shorter-term fluctuations are less critical …
Continue reading “Stolper Perspectives For The Quarter ending September 30, 2022”