Stocks

The economy has made considerable progress toward our dual-mandate objectives. – Federal Reserve Chairman Jerome Powell The first quarter of 2024 concluded with another solid gain for global equities, driven in part by ongoing U.S. equity market leadership. U.S. equities rose consistently throughout the quarter to record the best start to a year...

Economics & Investing Individuals & Families Private Family Foundations Trustees & Professional Fiduciaries

We believe that our policy rate is likely at or near its peak for this tightening cycle…

January 12, 2024by Mark Schumacher0

…we believe that our policy rate is likely at or near its peak for this tightening cycle… – Federal Reserve Chairman Jerome Powell 2023 ended in appropriate fashion, with impressive returns to cap a year of impressive returns. Investors rang in the New Year optimistic the Federal Reserve has guided the economy into...

Economics & Investing Individuals & Families Private Family Foundations Trustees & Professional Fiduciaries

And ultimately, though, there’s so much uncertainty around these things.

October 6, 2023by Mark Schumacher0

And ultimately, though, there’s so much uncertainty around these things. – Federal Reserve Chairman Jerome Powell Financial markets struggled during the third quarter. Resilient economic activity, elevated equity valuations and a re-evaluation of the Federal Reserve’s determination to maintain restrictive monetary policy pushed bond yields up and both stock and bond prices down....

Economics & Investing Individuals & Families Private Family Foundations Trustees & Professional Fiduciaries

Sorry to interrupt the festivities Dave, but I think we’ve got a problem.

July 21, 2023by Mark Schumacher0

Sorry to interrupt the festivities Dave, but I think we’ve got a problem. – HAL 9000 (2001: A Space Odyssey) Global equity markets advanced during the second quarter, building on the first quarter’s strength. Investors, clamoring to board the Artificial Intelligence hype train, crowded into a concentrated basket of technology and technology-related stocks,...

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Our goal is to help Main Street, not Wall Street.

April 7, 2023by Mark Schumacher0

Janet Yellen’s quote is the basis for our first quarter Global Economic and Markets Review, in which we focus on the nexus between Main Street and Wall Street, the divergence between what bond investors seem to expect and what equity investors seem to expect, and why Janet Yellen’s statement is important for both over...

Economics & Investing Individuals & Families Private Family Foundations Trustees & Professional Fiduciaries

Why do we invest?

November 16, 2018by Mark Schumacher0

Why do we invest? A cursory review of popular financial media and financial industry marketing materials would lead one to believe that we invest because we want to “beat the market”. Whether it’s an index fund or other “passive” strategy claiming that the market can’t be beat (if you can’t beat ‘em, join ‘em), or...

Economics & Investing Individuals & Families Private Family Foundations Trustees & Professional Fiduciaries

Rising Interest Rates – Is a Bond Bear Market Such a Bad Thing For Investors?

September 21, 2018by Mark Schumacher0

In the last few days, bonds have experienced a sharp upward movement in yields across all maturities, but especially so in what traders call “the belly of the curve”, maturities between 2 years and 10 years. And since bond yields and bond prices move inversely to each other, as bond yields have risen, bond prices...

The economy has made considerable progress toward our dual-mandate objectives.

We believe that our policy rate is likely at or near its peak for this tightening cycle…

And ultimately, though, there’s so much uncertainty around these things.

Sorry to interrupt the festivities Dave, but I think we’ve got a problem.

Our goal is to help Main Street, not Wall Street.

Why do we invest?

Rising Interest Rates – Is a Bond Bear Market Such a Bad Thing For Investors?

Third Day CapitalHow to Contact Us?

OUR LOCATIONSWhere to find us?

Third Day CapitalHow to Contact Us?

OUR LOCATIONSWhere to find us?