Austin, TX— January 24, 2025— Waterloo Capital (Waterloo), an Austin-based registered investment advisor and fiduciary with $1.8 billion in assets under management (AUM), and Element Retirement and Investment Consultants (Element),
Artificial Intelligence (AI) has witnessed explosive growth over the past few years, evolving from niche technology to one of the most transformative forces in the global economy. While AI has
The current business cycle is anything but ordinary, diverging significantly from historical norms and shaped by transformative structural shifts. These changes, driven by exogenous shocks and powerful trends, have altered
In the dimly lit corridors of monetary policy, the Federal Reserve is chasing a ghost – the elusive “neutral rate” of interest, or r*. This phantom benchmark, where policy neither
The seas of the market are vast and deep, yet in recent years, a few oversized fish have captured all the attention, creating waves impossible to ignore. These ‘Magnificent 7’
The familiar narrative of foreign markets poised to outshine the U.S. has once again emerged. Yet, time and again, America’s markets have proven these expectations wrong. Fueled by relentless innovation,
The Republican clean sweep in Washington has set the stage for what many are calling “Trumponomics 2.0.” With the deck now stacked in their favor, we’re being dealt a new
Many investment concepts, tools, and strategies are cloaked in vague complexity, allowing some money managers an air of sophistication. Instead, we believe in cutting through the confusion by educating investors
Investors have long turned to public fixed income investments for their traditional attributes of income generation, capital preservation, and safety during volatile markets. However, we now find ourselves navigating through
“A good golfer has the determination to win and the patience to wait for the breaks.” – Gary Player
Domestic Equities U.S. equity markets experienced broad gains in the fourth quarter, marked by significant shifts in market leadership. Early in the quarter, the so-called “Trump Trade” drove small caps, financials, and other cyclical sectors to the forefront as investors anticipated policy benefits from a Trump victory. However, after the election and as the quarter progressed, this trend lost momentum.
Global equity markets sustained their upward trajectory in the third quarter, although the ride was bumpier than in previous months. Several key factors contributed to this volatility, including concerns about the U.S. economy and labor markets, the unwinding of the USD-Yen carry trade, global central banks beginning their rate-cutting cycles, and China’s announcement of a significant economic stimulus package. Investors
The economic momentum from the first quarter of 2024 continued into the second, resulting in another positive period for equity markets. Initial concerns over central bank rate cuts due to strong April data eased, reviving hopes for a soft landing. Inflation in the services sector remained a concern, reducing expected rate cuts by Western central banks. U.S. equities performed well,
Global asset class performance in the first quarter of 2024 diverged after a strong rally in the final months of 2023, as markets adjusted expectations for policy rate cuts in major developed economies. While the US saw robust 3.4% GDP growth in Q4 2023, the UK and Europe entered a technical recession. China’s ongoing property sector challenges weighed on its
After a shaky start to the quarter, US equities experienced a significant rally following the Federal Reserve’s indications that interest rate cuts could be on the horizon. Domestic Equities After a shaky start to the quarter, US equities experienced a significant rally following the Federal Reserve’s indications that interest rate cuts could be on the horizon. Concurrently, there was an
The third quarter of 2023 saw the euphoric optimism that propelled the “Magnificent Seven” stocks and broad indices higher, abruptly give way to renewed concerns regarding the Federal Reserve’s policy action, or future inaction. The initial vigor of July, extending the strong uptrend from the first half of the year, gave way to a notable shift in sentiment during August
The first half of 2023 has concluded following a second quarter that saw concern on the direction of markets and the economy giving way to resilient data and optimistic sentiment. Throughout the quarter, investors received earnings reports, economic indicators, and banking sector news displaying that the worst-case scenario of an imminent, banking led recession in the US was not in
Markets, and more importantly, investor expectations, fluctuated drastically throughout the first three months of 2023. Beaten down areas came out of the gates quickly as they forcefully rallied on optimism that global central banks would soon halt rates. This soft-landing hope quickly sputtered as markets faced a banking crisis and thoughts of tighter financial conditions leading to a larger than
Although the famed Santa Rally sputtered out, Q4 was a net positive for stocks and bonds after a dismal third quarter. The story of a hawkish Fed, high inflation, and a strong labor market remained. As we enter the new year, there is growing discussion on if the economy might enter a recession as many leading indicators have turned negative.
S&P 500: -1.58% DOW: -2.49%
NASDAQ:-2.45% 10-YR Yield: 4.47%
S&P 500: 1.47% DOW: 0.56%
NASDAQ: 2.61% 10-YR Yield: 4.47%
S&P 500: -1.00% DOW: +0.27%
NASDAQ:-1.58% 10-YR Yield: 4.54%
S&P 500: +1.74% DOW: +2.15%
NASDAQ:+1.62% 10-YR Yield: 4.62%
S&P 500: +2.91% DOW: +3.69%
NASDAQ:+3.69% 10-YR Yield: 4.62%
S&P 500: -1.94% DOW: -1.86%
NASDAQ:-2.4% 10-YR Yield: 4.76%
S&P 500: -0.48% DOW: -0.60%
NASDAQ:-0.52% 10-YR Yield: 4.60%
S&P 500: -1.99% DOW: -2.25%
NASDAQ:-1.74% 10-YR Yield: 4.53%
S&P 500: -0.64% DOW: -1.82%
NASDAQ:+0.33% 10-YR Yield: 4.39%
S&P 500: +0.96% DOW: -0.60%
NASDAQ:+3.34% 10-YR Yield: 4.15%
S&P 500: +1.67% DOW: +1.96% NASDAQ:+1.72% 10-YR Yield: 4.41%
S&P 500: -4.25% DOW: -2.93% NASDAQ:-5.77% 10-YR Yield: 3.71%
S&P 500: -4.25% DOW: -2.93% NASDAQ:-5.77% 10-YR Yield: 3.71%
S&P 500: -4.25% DOW: -2.93% NASDAQ:-5.77% 10-YR Yield: 3.71%
S&P 500: -4.25% DOW: -2.93% NASDAQ:-5.77% 10-YR Yield: 3.71%
S&P 500: -4.25% DOW: -2.93% NASDAQ:-5.77% 10-YR Yield: 3.71%
S&P 500: -4.25% DOW: -2.93% NASDAQ:-5.77% 10-YR Yield: 3.71%
S&P 500: -4.25% DOW: -2.93% NASDAQ:-5.77% 10-YR Yield: 3.71%
S&P 500: -4.25% DOW: -2.93% NASDAQ:-5.77% 10-YR Yield: 3.71%
S&P 500: -4.25% DOW: -2.93% NASDAQ:-5.77% 10-YR Yield: 3.71%
S&P 500: -4.25% DOW: -2.93% NASDAQ:-5.77% 10-YR Yield: 3.71%
S&P 500: -4.25% DOW: -2.93% NASDAQ:-5.77% 10-YR Yield: 3.71%
S&P 500: +0.24% DOW: +0.94% NASDAQ:-0.94% 10-YR Yield: 3.91%
S&P 500: +0.24% DOW: +0.94% NASDAQ:-0.94% 10-YR Yield: 3.91%
S&P 500: +3.93% DOW: +2.94% NASDAQ: +5.29% 10-YR Yield: 3.88%
S&P 500: -0.04% DOW: -0.60% NASDAQ: -0.18% 10-YR Yield: 3.94%
S&P 500: -2.06% DOW: -2.10% NASDAQ: -3.35% 10-YR Yield: 3.79%
S&P 500: -0.83% DOW: 0.75% NASDAQ: -2.06% 10-YR Yield: 4.19%
S&P 500: -1.97% DOW: 0.72% NASDAQ: -3.6% 10-YR Yield: 4.18%
Markets kicked off the week on a volatile note as investors reacted to
Markets opened the week on a positive note, thanks to
Markets are on edge as the U.S. prepares to implement
Stocks kicked off the week attempting to rebound from last
Stocks kicked off the week slightly higher, testing all-time highs
DeepSeek’s AI breakthrough fuels market sell-off, challenging U.S. tech dominance
DeepSeek’s AI breakthrough fuels market sell-off, challenging U.S. tech dominance
Stocks and bonds continued their decline as the week kicked
Stocks found more footing to start the week while the
The so-called “Santa Rally” fell short to start off the
Markets open cautiously, eyeing inflation optimism and Fed concerns, with
U.S. markets rose ahead of the Fed’s expected rate cut,
Geopolitical tensions and central bank rate cuts dominate market focus,
Markets opened strong as optimism grew over Scott Bessent’s nomination
We kicked off the week with a rebound in stocks,
We kicked off the week with a rebound in stocks,
We kicked off the week with a rebound in stocks,
We kicked off the week with a rebound in stocks,
We kicked off the week with a rebound in stocks,
We kicked off the week with a rebound in stocks,
We kicked off the week with a rebound in stocks,
We kicked off the week with a rebound in stocks,
We kicked off the week with a rebound in stocks,
We kicked off the week with a rebound in stocks,
We kicked off the week with a rebound in stocks,
We kicked off the week heading into the Labor Day
We kicked off the week heading into the Labor Day
Further selling continued on Monday on weaker economic data stoking
Further selling continued on Monday on weaker economic data stoking
The stock market stumbled into Monday’s session on unsure footing