by lportee53 | Aug 29, 2025 | Newsletters
Second Quarter 2025 Summary Hopefully you have enjoyed your summer up to this point. I’m also hoping you’ve been able to avoid the daily news cycle; it’s been a bumpy ride. Markets around the world ended the quarter on a high note and we are on pace...
by lportee53 | May 22, 2025 | Newsletters
First Quarter 2025 Commentary The first quarter of 2025 has been noteworthy, and the past few weeks have been especially volatile. I started writing this summary, readjusted the original, and then rewrote it yet again. My apologies for this delay. Due to uncertain...
