Although the Fed has gently postponed any rate decreases, (disappointing the pundits who predicted them the minute the clock turned the corner into 2024), the general the trajectory of the market has been up since 2022. The Fund has followed…
Read More
Employment numbers for November came in lower than expected. That statistic, together with easing inflation numbers, has buttressed the hope that the Fed has finished raising rates for the foreseeable future. Speculation on this score will be either confirmed or…
Read More
While uncertainty seems to be the theme of the day, and of course there has been an end of summer market down-draft, partly in conjunction with possible continued interest rate increases and their effect and partly due to global instability,…
Read More
While September was a difficult month, it was not as tough as September 2022, and for the past 12 months we were up over 13%. Additionally, the Fund remains in the top 30% of the balanced fund universe for the…
Read More
After a pullback in July, the market is once again climbing, cautiously, as it absorbs Powell’s Wyoming speech, in which he left the door open to one more rate increase this year, though he was careful not to offer anything…
Read More
While not smooth sailing, minding the trim, paying close attention, adjusting the sails and the weighting keeps things on course.
Read More
Steady as she goes progress marks the EEF. The market has come back well from September 2022’s sharp decline, though it remains cautious,
Read More