Third Quarter 2023 Review and Outlook
Wednesday, October 18, 2023

Regime Change. The S&P 500® Index fell by about 3% in the third quarter. Most other American stock indices fared similarly. This came after a ripping first half which saw the S&P 500® gain 16%. Often, when there’s an abrupt about-face in markets, analysts struggle to craft narratives that explain these turns. But no tortured narrative has been needed to explain this shift. The market’s recent swoon, which began late in the third quarter, can be traced directly to a sharp jump in U.S. interest rates.

Second Quarter Review and 2025 Outlook
What just happened? In a quarter that opened with the tumult of a massive new tariff regime-in-formation, markets showed...
Tuesday, July 1, 2025

Market Update: Stocks Rally on Easing Tariff Fears, Strong Corporate Profits, and Less Risk of a Recession
Palisade Chief Investment Officer Dan Veru provides a quick video update on the markets as of the close on May 14, 2025....
Wednesday, May 14, 2025

Market Update: U.S. Stocks Rebound from April Lows
Palisade Capital Management, LP Chief Investment Officer Dennison T. Veru provides a quick video update on the markets a...
Thursday, May 1, 2025

Market Update: Markets Rebound as Tariff Uncertainties Start to Recede
Palisade Chief Investment Officer Dan Veru provides a quick video update on the markets as of the close on April 15, 202...
Tuesday, April 15, 2025

Market Update: Tariffs and Continued Market Uncertainty
Palisade Capital Management, LP Chief Investment Officer Dennison T. Veru provides a quick video update on the markets a...
Tuesday, April 8, 2025

Financial Planning Blog April 2025
Building Your Business Legacy: Strategies for Leadership, Succession, and Growth
Thursday, April 3, 2025