Weber Dickens
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MONTHLY OBSERVATIONS Diversification Mitigates Tough Month for US Equities A reversal in the momentum trade sent US stocks mostly lower in February as the combination of a Fed on pause, weaker macro data, policy uncertainty,…
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Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and ResearchTim Side, CFA – Investment Strategist The exuberant sentiment from markets following Donald Trump’s Presidential victory in early November 2024 seems to have ground to…
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Monthly Observations “January Effect” Starts 2025 on Solid Foot Markets started the month on the weaker side as strong payrolls upended expectations of further Fed rate cuts, sending bond yields higher and putting pressure on…
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Andrew Kelsen – Chief Investment OfficerTim Side, CFA – Investment Strategist January represented a solid month for public markets in what might be the last stand of the previous global trade system, bouncing back strongly…
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by Andrew Kelsen, Chief Investment Officer Monday, January 27th, 2025…..a day that may prove to be a very consequential day for the world of artificial intelligence (AI). In one fell swoop, a whole industry operating…
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Recently, Moneta was fortunate to host The Carlyle Group’s, Admiral James Stavridis, for a chat with our Chief Investment Officer, Andrew Kelsen, on a range of geopolitical topics and the Admiral’s thoughts on leadership. The…
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The year 2024 is now quickly in the rearview mirror as 2025 has already brought its fair share of events, including snowstorms in in the South and Midwest, wildfires in LA, Bird Flu on the…
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Monthly Observations Unseasonal End to a Solid Year The Trump 2.0 trade and growing expectations for a US “soft-landing” drove markets higher in November but failed to maintain momentum in December. Historically, December has been…
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Monthly Observations Election Certainty Provides Catalyst for US Market Surge The month began with a resounding victory for former President Donald Trump, eliminating any concern over protracted fighting over election results. In addition, Republicans gained…
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That pesky thing known as the Federal Reserve dashed some cold water on the Trump rally last week, as Fed Chair Jerome Powell indicated that they were in no hurry to cut rates further and…
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Tim Side, CFA – Investment Strategist Déjà vu? One week out from the election results and there is an oddly familiar feeling as markets are reacting in a very similar fashion to 2016. Republicans are…
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Monthly Observations Final Quarter Starts on a Weak Footing Third quarter upward momentum in risk markets carried through for most of October with US large cap equity markets grinding out further record highs to start…
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We sit here on Wednesday, November 6th, with one of the most expensive and dramatic Presidential campaigns behind us. Before we run through the data, results, reaction and implications for the markets, let’s savor a…
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Monthly Observations Returns Buck the Trend for September Long-term seasonality suggests weaker returns in September and early signs indicated last month would be no different; a sharp drop in risk assets started the month following…
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“Go Big or Go Home” The Fed decided to go big this month by cutting rates by 50 basis points – fulfilling the expectations of the betting market but defying those of most pundits who…