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, CFA, Chief Investment Officer thoyle@haverfordquality.com Last week, a collection of economic data [...]
Once in a Blue Supermoon Tim Hoyle, CFA, Chief Investment Officer thoyle@haverfordquality.com Last Wednesday’s [...]
We recently held our 2023 Midsummer Economic Outlook event in Avalon, NJ. Haverford CIO [...]
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Noah Fisher, CFA, Senior Research Analyst nfisher@haverfordquality.com The saying ‘sell in May and go [...]
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Christmas in July Tim Hoyle, CFA, Chief Investment Officer thoyle@haverfordquality.com I first remember hearing [...]
