I don’t think anyone expected a quiet start to the new year, but I’m not sure anyone could have predicted the flurry of shocking news stories that have flooded our devices and timelines thus far in 2025.
2024 was another good year for stocks overall thanks to continued strength in just a handful of the largest technology and internet companies. The famed “Magnificent Seven” once again comprised the bulk of stocks’ overall returns.
Neil Rose and Kawika Shoji share some thoughts on the current market environment. They touch on the election, other macro considerations, and extended trends in stock leadership.
