by Randy Osorio | Mar 20, 2023 | Blog
Market Outlook 2023 “For the times they are a-changin’.” – Bob Dylan “Trying to predict the future is like trying to drive down a country road at night with no lights while looking out the back window.” – Peter Drucker Introduction Our 2023...
by Andrew Burtnett | Aug 18, 2022 | Blog, quarterly
August 2022 Investor Letter The second quarter of 2022 continued its downward trend as the Dow and S&P 500 closed down 11.3% and 16.1% respectively, and the Nasdaq lost 22.3%1. This was the Dow’s and S&P’s 500 worst quarter since the first quarter of 2020 when...
by Andrew Burtnett | Mar 31, 2022 | Blog
Q1 2022 Firm Commentary The first quarter of 2022 began on a choppy and downward trend as the Dow and S&P 500 closed down 4.6% and 4.1% respectively, and the Nasdaq lost 8.94%. For the three major averages, despite a nice March rally, this was the worst quarter...
by Andrew Burtnett | Feb 18, 2022 | Blog
The Blueprint Keeping Calm in a Time of Rising Interest Rates Monetary policy and fiscal policy are the two primary tools used to adjust a country’s economic challenges, such as inflation or low growth. Fiscal policy is the overall term for a government’s taxing and...
by Andrew Burtnett | Feb 14, 2022 | Blog, quarterly
The Blueprint Q4 Quarterly Commentary As we reflect back on the past year, we realize how fortunate we are relative to many others around the world. In the US, we are on Covid vaccine shots 3 and 4 and many people in developing countries still haven’t received shot...
by Andrew Burtnett | Oct 22, 2021 | Blog
Q3 2021 Quarterly Commentary Things turn out best for the people who make the best of the way things turn out. - John Wooden, Legendary College Basketball Coach As professional investors, we are constantly aware of the short-term, unpredictable nature of markets, as...
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