During election years, there is always considerable discussion of a potential “October surprise” – meaning a major event that happens in the month before the election that has the potential to sway the vote. If that same term were used for markets specifically, perhaps the largest October surprise for investors has been the rapid rise […]
Welcome to October and the final quarter of 2024! As I’ve mentioned in prior posts, Windermere subscribes to research from an independent research firm called Fundstrat. This week, their founder Tom Lee shared his outlook for the remainder of the year. He framed it as a showdown between potential headwinds (ie: things that could slow […]