The Rose Team

First Half 2025 Market Commentary Rose Capital Advisors August 7, 2025 Dear Clients: The first half of this year has given us a reminder that secular shifts in capital markets can occur with quiet consistency as opposed to the more...

Policy Uptick Germany’s soon-to-be government announced a sweeping spending plan to kickstart the economy, including lifting their foot off the “Debt Brake” to finance the plan. After years of fiscal austerity, their plan will lead to higher defense and infrastructure....

“The Fed Begins Cutting Rates in September” The Fed cut interest rates in September for the first time since the beginning of the Covid pandemic. “Expect Softer Economic Data” We expected a catalyst for the Fed to begin cutting rates...

“Recent Divergence in Magnificent 7 will Continue” Entering 2024 we expected divergence in Big Tech as investor focus on AI turned from “hype” to “results.” Winners in Q2 include Nvidia (+36%) and Apple (+23%), while Meta (+4%) underperformed. “Still Upside...