Market Commentary: August 1, 2023

Christmas in July Tim Hoyle, CFA, Chief Investment Officer thoyle@haverfordquality.com I first remember hearing “Christmas in July” in Sunday School, when we would collect and send presents with ample time for the missionaries to receive them in December. According to Wikipedia, this tradition started in a Baptist church in Philadelphia in the early 1940’s. Read More →

2023-08-01T20:24:05+00:00August 1st, 2023|

Takeaways from Our 2023 Midsummer Outlook Brunch

By: Tim Hoyle, CFA, Chief Investment Officer We were delighted to welcome Dan Clifton, Head of Washington Research for Strategas Research Partners, as a featured guest at our Midsummer Outlook Brunch in Avalon. Dan thrived in the salt air as he provided a comprehensive overview of policy and politics, covering an extensive range of Read More →

2023-07-20T16:24:26+00:00July 18th, 2023|

Market Commentary: May 17, 2023

Passing a Debt Ceiling Deal May be the Easy Part Jeff Bagley, CFA, Vice President, Senior Research Analyst, & Portfolio Manager jbagley@haverfordquality.com Tim Hoyle, CFA, Chief Investment Officer thoyle@haverfordquality.com President Biden and Congressional leadership met yesterday for a second round of talks on a plan to raise the debt limit. Although it appears both Read More →

2023-05-17T15:42:30+00:00May 17th, 2023|

Market Commentary: April 20, 2023

Reports of the Dollar's Demise are Greatly Exaggerated By: Tim Hoyle, CFA, Chief Investment Officer Saudi Arabia and China have recently accelerated yearslong negotiations to price oil contracts in Chinese yuan. These plans are consistent with China’s long-term goals to internationalize the yuan and chip away the U.S. dollar’s economic hegemony. Combined with crypto Read More →

2023-04-20T19:14:30+00:00April 20th, 2023|

2023 Spring Outlook

An Excess of Deposits Proves to be a Financial Excess By: Tim Hoyle, CFA, Chief Investment Officer In our 2023 Outlook, we noted few signs of financial excess that would be cause for immediate concern. An excess of bank deposits was last on any list of possible problems one would expect to cause Read More →

2024-01-26T19:12:42+00:00March 21st, 2023|

Market Commentary: March 10, 2023

By: Timothy A. Hoyle, CFA, Chief Investment Officer After suffering a classic run-on-the-bank, the FDIC has taken control of SVB Financial Group, the parent company of Silicon Valley Bank. Following the announcement of major losses in their bond portfolio and a botched equity raise, social media lit up with recommendations for clients to withdrawal Read More →

2023-03-10T21:59:07+00:00March 10th, 2023|

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