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Featured Posts NorthCoast President's Posts Market Insights

Bull Market Lifecycle: Pessimism to Euphoria

President and CIO Patrick Jamin, CFA, FRM, reflects on the impact of political events on market behavior as we enter a new quarter in an election year. Just as voter participation shapes elections, market decisions influence stock valuations. Recent French and upcoming US elections have introduced volatility and uncertainty, with declining SPY volumes and a narrow market rally highlighting broader concerns. Understanding these dynamics aids in guiding your investment strategy effectively.

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Featured Posts Market Insights

Easing Inflation, Market Rotation, and Election Uncertainties - Market Update August 2024

Current Equity Exposure

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Research Whitepapers

Concentrated Stock Quarterly Update Q2 2022

We remain conservative (U.S.) and cautious (International) with equity exposure as we believe that...

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Featured Posts NorthCoast President's Posts Market Insights

Finding Patterns in Predictions | President’s Post Q1 2024

President and CIO Patrick Jamin, CFA, FRM, highlights the parallels between March Madness and the...

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