Thematics in Flux
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. Summary: In 2024, thematic investing saw extreme performance disparities.…
A Bizarro Tax-Loss-Selling Year
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. Summary: Tax-loss selling this time of year can often…
Three-Peat? A Market Recap and Analysis
by Craig Basinger, Purpose Investments, & Team, Purpose Investments Jump To Trump Term 2.0 Equities ā Can US…
Gold Shakes Off Election
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. Summary: Gold retreated following the election as money parked…
Bonds? We Donāt Need No Stinking Bonds!
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. Summary: Investors have been piling into all-equity one-ticket solutions.…
Four More Years
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. Summary: Okay, everyone is churning out content and thoughts…
Craig Basinger: "Halloween Is Scary"
October had been going rather wellā¦ until the last day of the month.
To Hedge or Not to Hedge
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. Summary: The USD has risen significantly lately against most…
New President in Two Weeks, or Later On
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. Summary: Markets have moved higher over the past couple…
A Challenge: Markets Up and Earnings Revisions Down
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. Summary: In the long run, earnings are all that…
Craig Basinger: "Foggy"
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. Anticipated volatility in September didnāt come as expected. Though…
Return of the Dividends
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. Summary: After a few years of really lagging the…
Multi-Trillion-Dollar Question
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. Summary: Cash yields are starting to come down as…
Patience
by Nick Mersch, CFA, Portfolio Manager, Purpose Investments When tech stocks are down, the best thing to do…
Rocky
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. How can we characterize the market of late? The…
