Aug 6, 2024 | Blog, Blog Home Others, Economics and Investing, Timely PM Updates
Written by Growth to Value: From One Extreme to Another August 6, 2024 | TIMELY PM UPDATES For much of the past decade large-cap growth stocks, fueled by technology companies, have reigned supreme. For the most part, this performance has been justified by the truly...
Jul 23, 2024 | Blog, Blog Home Others, Timely PM Updates, Videos
Written by VIDEO: Short-term reaction or a longer-term trend change? July 23, 2024 | VIDEOS Over the last decade, the largest tech companies have consistently and significantly outperformed the rest of the market. Last week, seemingly catalyzed by the July 8th CPI...
Jul 18, 2024 | Blog, Blog Home Others, Economics and Investing, Timely PM Updates
Written by 2Q24 Market & Strategy Review: Betting on Broadening July 18, 2024 | TIMELY PM UPDATES Despite relatively little volatility in asset markets, the second quarter was one of our most active from a trading standpoint for the Decathlon strategies. All risk...
Apr 17, 2024 | Blog, Blog Home Others, Timely PM Updates
Written by 1Q24 Review – Decathlon Core Holdings Outperformed in a Strong Market, while a New Portfolio Looks to Capitalize on Changing Market Dynamics April 17, 2024 | TIMELY PM UPDATES A strong quarter for Decathlon, driven by astute ETF selection. The...
Jan 19, 2024 | Blog, Blog Home Others, Timely PM Updates
Written by 4Q23 Review and Outlook – Moving Beyond Inflation: narrow winners drove a strong market in 2023 but can the economy deliver? January 19, 2024 | TIMELY PM UPDATES Year in Review The U.S. economy substantially exceeded expectations in 2023. Real Gross...
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