Recent News and Insights
Market Commentary: October 8, 2025
The S&P 500 hit an all-time high six days into a government shutdown. It seems nothing will slow this market down as long as three critical ingredients are in place: 1) easing monetary policy, 2) strong earnings growth, and 3) AI optimism. At least for now, weaker employment data, geo-politics, and weak consumer sentiment just doesn't matter.
Tim Hoyle, Chief Investment Officer thoyle@haverfordquality.com Post-Election Optimism As we approach the Thanksgiving holiday, [...]
Tim Hoyle, Chief Investment Officer thoyle@haverfordquality.com Stocks Extend Their Gains in Post Election Rally [...]
As we reflect on the third quarter of 2024, we are pleased to share [...]

