Quarterly Market Commentary & Outlook

Q3 2024 Rose Capital AdvisorsMarket Commentary & Outlook

by The Rose Team|17 October 202417 October 2024|Quarterly Market Commentary & Outlook

“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...

Q2 2024 Rose Capital AdvisorsMarket Commentary & Outlook

by The Rose Team|16 July 202416 July 2024|Quarterly Market Commentary & Outlook

“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...

Q1 2024 Rose Capital AdvisorsMarket Commentary & Outlook

by Ashley Kulju|17 April 202417 April 2024|Quarterly Market Commentary & Outlook

What we Got Right: “Valuations Remain Attractive for US Equities” Valuations remained attractive for small caps and stocks outside the “Magnificent 7” heading into 2024. While certain Big Tech stocks stumbled in Q1, (i.e. Tesla, Apple), the S&P 500 index...

Recap of Q3 2023: Bad News Bears

by Ashley Kulju|13 October 202313 October 2023|Quarterly Market Commentary & Outlook

During the weeks following this year’s summer solstice (occurring in 2022 on June 21st, at 5:14 AM Eastern Daylight Time), financial market participants began to entertain the notion that the Federal Reserve might be seriously considering a late-2022 or early-2023 rotation...

Q2 2023 Market Commentary & Outlook

by Ashley Kulju|19 July 202320 July 2023|Quarterly Market Commentary & Outlook

Q1 2023 Market Commentary & Outlook

by Ashley Kulju|24 April 202325 April 2023|Quarterly Market Commentary & Outlook

Q3 2022 Market Commentary & Outlook

by Ashley Kulju|27 October 202221 February 2023|Quarterly Market Commentary & Outlook

Q2 2022 Market Commentary & Outlook

by Ashley Kulju|19 July 202221 February 2023|Quarterly Market Commentary & Outlook

Happy 246th Birthday to the United States of America! Paraphrasing the incomparable Erma Louise Bombeck (1927-1996): “You have to love a Nation that celebrates its Independence every July 4...with family picnics where kids throw Frisbees, the potato salad gets iffy,...

Q1 2022 Market Commentary & Outlook

by Ashley Kulju|22 April 202221 February 2023|Quarterly Market Commentary & Outlook

With the unfolding of the Russo-Ukrainian crisis; the commencement of monetary policy interest rate tightening by the Federal Reserve; widespread concerns over shortage-induced price increases for energy and food; and further Covid-related lockdowns and restrictions in China, the month of...

Q3 2021 Market Commentary & Outlook

by Ashley Kulju|01 October 202121 February 2023|Quarterly Market Commentary & Outlook

In financial markets, October often contains consequential elements of transformation, passage, and change, with its four weeks ranking only ninth out of 12 months in the S&P 500 index’s average percent change (with a gain of +0.4%) over the years...