Good Things Come to Those Who Wait

Patience is a virtue: I have been reminded of that lesson over the last year. We have been recovering from the 2022 bear market, and it has been a frustratingly slow process. Things started off looking better, yet it was only seven stocks that were going up while everything else went nowhere or even down. Then finally the wind came back around and we ended 2023 with a strong rally. I am happy to say that we were well-positioned for that rally and delivered very good results for our clients, but that is not the point of this lesson.

Read The Quarterly Reports

Still on Course

Inflation is back in the news: The latest reading of the consumer price index (CPI) came in at 3.5 percent. Does this mean all is lost in the Fed’s fight and it is time to sell everything? No, of course not. Nevertheless, Stocks have sold off on this data and of course the pundits are predicting doom as per usual.

Read Iron Capital Insights

Fourth Quarter 2024

Patience is a key ingredient to long-term investing success. This past year we have been recovering from the 2022 bear market, and it has been a frustratingly slow process. The wind finally came back around to end 2023 with a strong rally, which we predicted and were well positioned for.

Read Capital Market Reviews

The heart and soul of our firm is our passion for what we do and our unique perspective on the forces that affect the markets and shape our investment decisions for your portfolios. Learn more about the thought leaders behind our commentaries and operations.

Learn More