Blog2023-04-10T17:20:48+00:00

Blogs

Market Commentary – August 2023 Update: The Barbie Market

August Update - Key Takeaways • Returns for equities continue to be dreamy in 2023. • While GDP growth remains resilient, other factors point toward a dose of reality. • While investors remain transfixed by the attraction of stereotypical growth at any price, we look for opportunities elsewhere.

August 11th, 2023|

Thank You Gentlemen!

Thank You, Gentlemen! As summer comes to an end—Formidable would like to extend a heartfelt thanks to our summer interns for all their great work. We wish Sathya Panchu and Pierce Kreider the best [...]

August 8th, 2023|

Market Commentary – July 2023 Update: The Ocean Called

Key Takeaways • Seven (7) stocks, fueled by AI mania, account for all the market’s return in 2023. • Employment and economic growth remain resilient, but so does inflation. • With everyone piled onto the same side of the ship, we look for opportunities elsewhere.

July 10th, 2023|

June Update: Embracing “The Story” by Brandi Carlile

Key Takeaways • The second largest bank failure in U.S. history was not enough to take stock indexes lower in April. • A smaller and smaller cohort of megacap stocks continues to account for almost all of the market’s returns. • Current expectations for the paths of earnings and interest rates are almost certainly mutually exclusive yet serve as the foundation on which index investors are relying.

June 9th, 2023|

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