All major US equity benchmarks were up in the third quarter and are up double-digit returns for the first nine months, except for the small cap value benchmark. While the US Presidential election is on the forefront of most individuals’ minds, the moves of the Federal Reserve on short-term interest rates and the continuation of AI investment by corporate America will have a more lasting impact on how the market will end up for the year.? #marketoutlook #equities #marketcommentary
Maclura Investments
投资管理
Lenexa，KS 26 位关注者
Helping individuals build and preserve wealth, the right way
关于我们
Maclura Investments was founded in 2020 during the midst of the worldwide COVID-19 crisis. That event abruptly transformed societies throughout the world as fear changed behaviors in a matter of days that typically took multi-generations to materialize. Individuals’ wants, desires, and needs were reprioritized within days, potentially forever changing behaviors everywhere. While others were shaken by the market uncertainty and volatility, we saw it as a catalyst for change. Maclura Investments was founded to bring disruptive change to the investment industry by closing the gap between investors and the individuals directly responsible for handling their investment decisions. Through the process of direct investing, your capital is directly invested into stocks versus mutual funds or ETFs. Maclura Investments partners with you to provide unique wealth strategies with customized portfolio management. So, in times of great uncertainty, you can connect directly with your partner at the helm to help you weather the storm, keeping you focused on your long-term investment objectives.
- 网站
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https://www.maclurainvestments.com
Maclura Investments的外部链接
- 所属行业
- 投资管理
- 规模
- 2-10 人
- 总部
- Lenexa，KS
- 类型
- 私人持股
- 创立
- 2020
地点
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主要
获取路线
US，KS，Lenexa
Maclura Investments员工
动态
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While the stock market continued its momentum from the first quarter, it has been primarily due to one stock, Nvidia. As outlined in the commentary, while it isn’t unusual that a stock can be up nearly 150% for the first six months of a year, being one of the largest weights in the benchmark can skew the results considerably when reviewing the overall market performance year-to-date..... #stockmarket #commentary #marketoutlook #marketreview #stocks
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While the stock market continued its momentum from last year into the first quarter, making it the best start of the year since 2019, uncertainties persist from a myriad of angles:?geopolitical pressures, timing of interest rate cuts, commodity prices, and the pace of inflation. The Artificial Intelligence (A.I.) boom is entering a precarious crossroad as companies attempt to commercialize A.I. products. This crossroad will inevitably be littered with winners and losers. The success in commercializing A.I. offerings will have a three-pronged positive impact: 1) continued development of A.I. infrastructure, 2) recoupment of invested capital on companies developing A.I. products, and 3) productivity gains for users of A.I. technology.? #Marketcommentary
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The market finished last year with strong performance for the last two months. I suspect that it will trade sideways for a couple of weeks until the earnings season starts and companies start to give guidance for 2024. For the year, I suspect that the volatility will continue, but with the Federal Reserve signaling that interest rates have peaked and cuts are forthcoming, there are a number of tailwinds that should help boost the market throughout the year. There will likely be some bumps along the way, but similar to 2023, I think the market has potential to be up double-digits. #marketcommentary #marketanalysis #marketoutlook #stockmarket #stocks