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Most Recent Commentary

March 18, 2024

Notes from the Trading Desk

Stocks took a breather last week after their recent record-breaking climb. Declines were broad-based as the tech-heavy Nasdaq posted its second consecutive weekly decline while the small-cap Russell 2000 experienced its worst week of 2024.

By: Jordan Watson, CFA and Annie Klopstock
March 2024

Observations

Major U.S. equity indices closed the month of February on a positive note, with the Nasdaq and small-cap Russell 2000 leading the charge. Notably, the S&P 500 achieved a significant milestone by eclipsing the 5000 mark for the first time on February…

By: William “Billy” Little, Jr., CFA
March 4, 2024

Notes from the Trading Desk

U.S. stocks continued their relentless climb to new highs last week. The S&P 500, Nasdaq Composite, and Dow Jones Industrial Average all logged fresh all-time highs in February.

By: Jordan Watson, CFA and Annie Klopstock

Tandem’s Timeless Commentary

July 2021

Sometimes Analogies are Just Easier to Understand

The U.S. stock market continued its relentless move higher. Having posted its best 12 month return in more than 30 years last quarter (56.36%), the S&P 500 Total Return Index cooled off only slightly, recording a 40.33% return for the 12 months…

By: John B. Carew
October 2020

More or Less is Better Than In or Out

Recency bias is examined while comparing the correlation between the market and the economy. The question of when to get in or out of the market is often examined by investors – the goal is to avoid binary outcomes to produce less…

By: John B. Carew
July 2020

The Fox and the Hedgehog

Tandem’s “One Big Thing” is to act as a hedgehog – having patience in a volatile environment. It can be tempting to move money around for short term gain but staying the course will pay off in the long run.

By: John B. Carew
October 2019

Risk

In the realm of investing, volatility brings opportunity. Weighing risk vs. reward is an essential component of successful investing.

By: John B. Carew
April 2019

The Dividend

Consistent repeatable growth in earnings can sustain consistent, repeatable growth in dividends. In a marathon, consistency is a hallmark of success. Some may enjoy the excitement of being the hare, but we all know that the tortoise wins the race.

By: John B. Carew
January 2019

This is How Cash is Supposed to Work

The well-known matter of buying low and selling high is often oversimplified. When dealing with volatile markets, exercising quantitative disciplines increases the likelihood of profitable returns.

By: John B. Carew

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