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Market Commentary

Market Commentary – 2022 Second Quarter Market Summary and Thoughts on The Rest of 2022

Market Commentary - 2022 Second Quarter Market Summary and Thoughts on The Rest of 2022

Through the first two quarters of 2022, financial markets have proven to be much more difficult than most Wall Street prognosticators had previously forecasted. When 2022 began, many expected a year of positive, albeit muted returns, after a robust 2019 and 2021 with a Covid-ravaged 2020 sandwiched in between. The expectation was that with the brunt Read More...

Market Commentary – 2022 First Quarter Market Summary and Market Outlook

Market Commentary - 2022 First Quarter Market Summary and Market Outlook

If 2021 provided green shoots for an economic recovery tied to the fading of Covid and marked a robust year for equities counterbalanced against a tough year for bonds, 2022 has largely been a rough year thus far across most asset classes. At the start of 2022, the biggest concerns were the lasting impact of Covid variants on economic growth, rate hikes by the Federal Reserve and Read More...

Market Commentary – 2021 YEAR END AND 2022 MARKET OUTLOOK

Market Commentary - 2021 YEAR END AND 2022 MARKET OUTLOOK

If 2020 was a strange, topsy turvy year in the markets influenced notably by the introduction of Covid into the lexicon and uncertainty surrounding the US Presidential elections, 2021 provided a worthy sequel. Despite a lot of hand wringing about the Federal Reserve’s likely shift in monetary policy, Covid variants, ballooning Read More...

Market Commentary – Third Quarter 2021

Market Commentary - Third Quarter 2021

After a fairly tame second quarter when economic growth accelerated and a steady dose of vaccinations helped to ensure that Covid cases diminished, the third quarter proved to be a mixed bag. While corporations continued to post strong earnings growth despite high earnings expectations, the quarter also saw the following: 1) A resurgence in Covid cases due to the Delta variant Read More...

Market Commentary – First Half 2021

Market Commentary - First Half 2021

After a fairly noisy first quarter when the Democratic administration took over in Washington and meme stocks/Nonfungible Tokens (NFT’s) were all the rage, the second quarter was a little tamer by comparison. With a steady dose of vaccinations available in the US, economic growth accelerated, the employment picture improved and most corporations posted strong earnings growth heading into a quarter with low expectations. In contrast, international growth was mixed given the slower pace of vaccine distribution and insufficient vaccine availability in smaller countries.<a...

Market Commentary – First Quarter 2021

2021 First Quarter Summary and Year Ahead Market Outlook

On the surface, the first quarter of 2021 featured many noteworthy firsts: Joseph Biden took over as President, the Democrats held both houses of Congress after nearly 6 years, Coronavirus cases were on a steady decline even as the arrival of vaccines from Pfizer-Biontech, Moderna and Johnson & Johnson finally pointed Read More...

Market Commentary – March 2021

Berkshire Hathaway’s 2020 Shareholder Letter - Drawing Parallels to How We Invest Money at KOA

Over the past couple of weeks, we heard from Warren Buffett, courtesy the annual 2020 Berkshire Hathaway shareholder letter. While there have been different takes on it, including whether Berkshire’s/Buffett’s views are as timely as they were once were given that investment decisions at Berkshire are also made by his lieutenants (Todd Combs/Ted Weschler), we use takeaways from this letter and quotes from past shareholder letters to draw parallels to Read More...

Market Commentary – Year End Market Update

2020’s Markets reminded me a little of Space Mountain…

Over the holiday break, as I was sitting on my couch with nothing to do as I have been most weekends in 2020; I happened to be scrolling through my phone where I stumbled upon one of my favorite pictures of my family – our last visit to Disneyland in October of 2019.  My now 4 year-old Tytan was only 2 and change (He wasn’t going to turn 3 until November) and Read More...