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Market Update – Q2 2025
Key Updates on the Economy & Markets After a volatile start to the year, the stock market staged a strong rebound over the last three months. In Q1, market sentiment was cautious due to rising policy uncertainty, concerns about slower economic growth, and questions about the longer-term outlook in the artificial intelligence industry. In Q2, […]
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MI Investments: Dell Technologies
While flashy AI software companies grab headlines, Dell has quietly built a multi-billion-dollar AI infrastructure business, converting its long-standing enterprise hardware expertise into a strategic advantage in computing’s next frontier. Company Overview Michael Dell founded his company in 1984, selling custom-built PCs directly to customers. Over four decades, Dell underwent major changes — going public […]
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Market Update – May 2025
Reflecting on the YTD Market Volatility & Recovery Monthly Market Summary The S&P 500 Index returned +6.3%, its strongest 1-month return since November 2023. Large Cap Growth stocks led the rally, with the Nasdaq 100 and Russell 1000 Growth gaining +9.2% and +8.9%, respectively. Technology was the top-performing S&P 500 sector for a second consecutive […]
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MI Investments:
JAZZ PharmaceuticalsSince its inception in California in 2003, the company has evolved into a leading global biopharmaceutical manufacturer with an especially compelling presence in both oncology and neuroscience. A History of Strategic Expansion Jazz Pharmaceuticals’ growth trajectory has been marked by strategic acquisitions with a consistent, forward-looking focus on the expansion of its portfolio of therapeutic […]
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Market Update – April 2025
The Rising Policy Uncertainty Leads to Increased Market Volatility Monthly Market Summary The S&P 500 Index returned -0.9%, outperforming the Russell 2000 Index’s -2.3% return. Technology was the top-performing S&P 500 sector, followed by Consumer Staples, Industrials, and Utilities. Energy returned -13.9% as oil prices fell -18.6%. Bonds ended the month unchanged despite intra-month volatility, […]
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Sector Spotlight: Industrials
Although it may not be flashy, the industrials sector is one of the broadest and most influential parts of the economy. Investments in this sector can play a pivotal role in a diverse portfolio. Here’s what you need to know about the industrials sector from an investment perspective. Understanding Industrials The industrials sector, or industrial […]
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Market Update – Q1 2025
Key Updates on the Economy & Markets Stocks fell in the first quarter after two consecutive years of gains exceeding +20%. The year started off strong, with the S&P 500 reaching a new all-time high in mid-February. However, sentiment shifted late in February amid rising policy uncertainty in Washington, and the S&P 500 ended the […]
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Market Update – February 2025
The Market Navigates Economic and Policy Uncertainty in February Monthly Market Summary The S&P 500 Index returned -1.3%, outperforming the Russell 2000 Index’s -5.2% return. Six of the eleven S&P 500 sectors traded higher, led by defensive sectors. Bonds traded higher, with the U.S. Bond Aggregate delivering a +2.2% total return. Corporate investment-grade bonds produced […]
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Industry Spotlight: Regional Banks
In the investment world, we’re constantly reminded that everything cycles. When the FDIC closed Silicon Valley Bank in March 2023, the regional banking industry was left for dead. It was widely assumed that unrealized losses on bank balance sheets would take years for banks to recover. While there were extensive losses, the new political climate […]
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Social Security Fairness Act
Teachers and other public servants have watched their Social Security benefits diminish due to complex provisions that few understood, but many felt deeply in their retirement years. That changed on January 5, 2025, when President Biden signed the Social Security Fairness Act into law, which eliminated two controversial provisions that had reduced benefits for millions […]
