Market Insights

With a full-time dedicated analyst in-house, Head Investment Partners isn’t just reliant upon sharing the opinion of a New York analyst with our clients. We parse through the opinions of our trusted resources on an ongoing basis to both help direct our investments and provide timely communication to our clients. By providing timely insights and a targeted message, we believe we can not only foster better long-term performance, but better investors as well.

Why not just buy the “obvious” disruptive companies?

Oh, the benefits of hindsight! Apple in the 1980’s, Amazon in the 1990’s, and Nvidia in the early 2000’s are among the
easiest examples of companies whose stocks made millionaires of the smallest of shareholders.

Chasing One’s Tail

The Cambridge dictionary defines chasing one’s tail as “to be busy doing a lot of things but achieving very little.”

HIP Q2 UPDATE

Q1 2024: JUST AS WE EXPECTED…
Don’t be fooled by the title…we didn’t predict the more than 10% return for the S&P 500 in the first quarter…but our year end update said not to bet against anything.

FOMO ’24 – Revisiting Lessons Learned

Fear is among the most powerful of all human emotions.  Fears emanate from life experience as well as education.  Fears are logical and can be essential

HIP Newsletter: Carry On

“Stand by Me” is a parallel to the comfort of an old friend…as investors this is CASH

2024: Don’t Bet Against Anything

Any genuine recap of 2023 must involve several exclamation points.  What a unique year!  Who among us would have expected a stock market surge of over 25%  given the headwinds we encountered (and still face)?

HIP Insights: Understanding Bond Math

“People worry about the riskiness of stocks, but bonds can be just as risky.”

Peter Lynch

The Pause or the Inflection Point?

Investors seeking calm heading into the back-half of 2023 found little during Q3. Equities largely sold off around the globe while bond yields rose.Global Central banks (including the US Federal Reserve) continue to remain center-stage, despite efforts to push them aside for other news stories.

Historic, Unprecedented and Unusual

In the lexicon of the investment community, the words historic, unprecedented, and unusual are tossed around recklessly to the point that they sometimes lose their true meaning.

HIP Mid-Year Update

Skepticism, anxiety, uneasiness, and doubt…the foundational principles of the first half of 2023’s rally. This YTD rally isn’t like many of the past, driven by greed, speculation, and exuberance. Instead, equity markets outperformed despite all the negativities. They exceeded the expectations of most Wall Street “experts.”

Does the Fed Pause Mean Anything?

In late 2020, Federal Reserve Chairman Jay Powell ushered in a term to describe inflation in the US that he will unlikely ever escape: Transitory.
In the Spring of 2021, the Federal Reserve said rates would stay near 0% until at least 2024.
After hiking for 10 consecutive meetings to the tune of 5% in total, the Fed clearly changed its mind!

Q1: Better than Anticipated?!

Had we told you that we would see two of the largest banking failures in US history in the first quarter, few would have expected the outcome we garnered. Yet another tumultuous ride concluded far from how many would have projected it to play out…at least so far.