With 2024 and the fourth quarter (Q4) behind us, we decided to conduct a deep dive into the key factors that shaped Q4 performance. We’ve highlighted what we believe to be 10 of the key takeaways.

10 Takeaways From Q4

The closely watched Santa Claus Rally period officially wraps up tomorrow. This historically strong seven-day stretch for stocks was first discovered by Yale Hirsch back in 1972. Hirsch, creator of the Stock Trader’s Almanac, officially defined

As investors prepare to watch dazzling fireworks shows, shower in confetti, and sing “Auld Lang Syne” tonight, another stellar year for stocks will enter the history books. Back-to-back 20% annual gains, over 50 record highs, and limited

Panic swept across equity markets yesterday as the Federal Reserve (Fed) delivered a hawkish 0.25% interest rate cut, as expected. The real surprise came from upward revisions to inflation projections for next year and forecasts calling for fewer rat

As we enter the final weeks of 2024, one of the strongest alternative investment strategies this year has been equity market neutral investing. Through the end of November, the HFRI Equity Market Neutral Index has gained 10.2%, with a beta to the S&a

The champagne popped yesterday after the Nasdaq Composite Index (CCMP) rallied 1.8% and surpassed the 20,000-point milestone for the first time. Strength from most of its mega-cap components underpinned yesterday’s rally, a common theme since t

Key Highlights

- The latest release from the National Federation of Independent Business (NFIB) shows small businesses plan to put their capital spending into overdrive.
- Further, overall optimism spiked to the highest since June 2021 and is now...

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Looking back, 2024 was another strong year for stocks. The market was driven higher by unwavering trends in technology, an enduring economy with moderating inflation, Fed rate cuts, and the prospect of investor-friendly policies from the incoming adm

With October behind us, we conducted a deeper dive into fund flows over the month. Flows measure the net movement of cash into and out of investment vehicles, such as mutual funds and exchange-traded funds (ETF). We analyzed flows to gain insight int

U.S. stocks pulled back this week as post-election momentum lost steam, paired with falling rate cut odds after hawkish remarks from Federal Reserve (Fed) Chair Jerome Powell. On the macro side, key inflation data arrived broadly in-line with estimat