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Before commenting on the market, please note that we will be hosting a luncheon for our clients and friends at the Briar Club in Houston on Thursday, January 23rd. In the past few years, we’ve had an annual dinner event with a keynote speaker to cover a topic of interest. The feedback from those events has been positive, but we’ve also heard from some that you might prefer to have our session focused entirely on the markets…
Before commenting on the market, please note that we will be hosting a luncheon for our clients and friends at the Briar Club in Houston on Thursday, January 23rd. In the past few years, we’ve had an annual dinner event with a keynote speaker to cover a topic of interest. The feedback from those events has been positive, but we’ve also heard from some that you might prefer to have our session focused entirely on the markets…
We hope everyone had a nice summer and is starting to enjoy some cooler weather. Before we get into the quarterly letter, we have a quick announcement that we are excited to share. Brasada will be hosting a luncheon for clients and friends at the Briar Club on January 23, 2025…
If the story of 2023 was the “Magnificent 7” then there is a strong argument to be made that the most important story of 2024 is the “Magnificent 1”…
Last year can best be characterized as a year of surprising resilience. Consider that despite high inflation, hawkish Fed policy, geopolitical upheavals, and the ever-looming specter of a recession, markets still delivered very strong returns. What lessons can we take from 2023?
