Third Quarter 2023 Market Recap and Looking Forward
Sunday, October 1, 2023
When the consensus opinion on the economic outlook changes, the financial markets respond.
Rational Investing in an AI Bonanza
Sunday, October 1, 2023
Excitement about Artificial Intelligence has been a major driver of the S&P 500’s performance this year.
US Economy: A Transformative Economic Landscape is on the Horizon
Sunday, October 1, 2023
Our Investment Committee meets weekly to engage in a comprehensive analysis of key macroeconomic factors impacting our portfolio companies. One recurring theme in our discussions this year has been the resilience of the labor market.
Investment Outlook: The Challenges of US Infrastructure Spending
Monday, July 31, 2023
More than $2 trillion is currently sitting in Federal coffers. Between now and 2032, every penny will be invested in United States infrastructure.
Investment Outlook - The Investor and Market Fluctuations
Friday, October 21, 2022
Ben Graham coined this title for Chapter 8 of his classic 1949 book titled “The Intelligent Investor.
Investment Outlook - US Central Bank Policy: What in the FED is going on?
Wednesday, October 19, 2022
US headlines over the last quarter continued to swing negative. Some days, even weeks, were tough to stomach.
Investment Outlook - Strong US Dollar
Tuesday, October 18, 2022
Powerful, well-built, tough, and indestructible are all synonyms for the word STRONG. The word strong has positive connotations in our lexicon, but when used to describe the US dollar it is more complicated.
Investment Outlook - Third Quarter 2022 Market Recap
Tuesday, October 18, 2022
The third quarter of 2022 saw equities officially enter a bear market amidst declining global economic sentiment.
Europe: A challenging Road Ahead
Tuesday, August 9, 2022
US headlines over the last quarter continued to swing negative. Some days, even weeks, were tough to stomach.
Check the Ingredients Before Biting into a Target Date Fund
Monday, August 1, 2022
It Ain’t (That) Easy
“Target-date funds” continue to gain a share of investors’ wallets, with now more than a quarter of 401k plan participants owning at least one such mutual fund.
“Target-date funds” continue to gain a share of investors’ wallets, with now more than a quarter of 401k plan participants owning at least one such mutual fund.
Investment Outlook Second Quarter 2022: What was the Secret Sauce?
Wednesday, July 27, 2022
Since the dawn of civilization, standards of living tend to improve marginally from one generation to the next. However, history is punctuated with exceptional periods of rapid progress.
Investment Outlook Second Quarter 2022: Market Recap
Monday, July 25, 2022
After you live through the worst of anything in the last 50 years, it's easy to have regrets about being involved in the first place.
Investment Outlook: First Quarter 2022 - The Seesaw Effect
Wednesday, May 4, 2022
Interest rates have been in the spotlight all year, with changes having all sorts of ripple effects on the economy from Wall Street to Main Street.
Investment Outlook: First Quarter 2022 - Fingerprints of a Great Business
Tuesday, May 3, 2022
Dusting for the fingerprints of a great businessAt Beese Fulmer, we are constantly on the hunt for high-quality businesses.
Investment Outlook: First Quarter 2022 - Risk and Reward
Monday, May 2, 2022
How We Evaluate the Risk and Reward of a StockNo one has yet found the perfect formula for picking stocks. It is more of an art than a science, as numerous changing variables affect a stock’s price.
Investment Outlook: Fourth Quarter 2021 - Football or Football
Friday, February 11, 2022
Just because it sounds the same doesn't mean it is.
A common, long-discussed theme is that European stocks are cheaper than US stocks.
A common, long-discussed theme is that European stocks are cheaper than US stocks.