David Ricciardelli
After receiving more inbound calls from anxious investors than during similar periods in 2022 or 2020, we put together some charts to help put today’s markets in context.
It feels like the market is becoming more focused on fundamentals. While there are reasons to be constructive, some ‘monsters under the bed’ keep investors on edge.
We try to put the current market in context in response to investors asking if the market is overheating and the media leaning in to the word ‘froth’.
A collection of charts and thoughts aimed at adding context to markets as we turn the page from 2023 to 2024
As the leaves change we try to put investor sentiment, seasonality, equity and fixed income markets, and soft landings into context.
Thought provoking charts that examine markets, real returns, inflation, real estate, and investor sentiment.
