Commentary

Fewer tailwinds/more headwinds
Doll’s Deliberations

Fewer tailwinds/more headwinds

Rising inflation and interest rates that led to fears of a hard landing through much of 2022 and 2023 have long dissipated. The combination of falling interest rates and continued economic growth have, at least in the past, been associated with strong equity returns.

01/13/2025
10 Predictions Year-End Recap
Doll’s Deliberations

10 Predictions Year-End Recap

The U.S. stock market has experienced back-to-back years of 25+% returns. While a handful of stocks account for the majority of returns, most stocks advanced, as economic growth exceeded expectations and valuation levels rose again.

12/16/2024
Election impacts
Doll’s Deliberations

Election impacts

Investors generally view a Republican-controlled government as favorable for deregulation, and more favorable on the potential for more mergers and acquisitions and proposed tax cuts.

11/11/2024 5 min read
Load More