FineMark

APRIL 13, 2023

The first quarter of 2023’s equity market performance (shown in Figure 1, below) exemplifies why such scenarios — and their accompanying dire reports — don’t necessarily beget lower market prices nor should they cause an overreaction. Its economic effect will also be deflationary.

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Bank Banking Investment Economics 52

FineMark

OCTOBER 17, 2023

For 2023, we were cautious, citing a low single-digit return expectation for the U.S. Consequently, by the end of July 2023, the S&P was up more than 20% for the year. Equities and the S&P 500 At the onset of each new year, like clockwork, we’re asked for our near-term view. This year was no different.

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S&P Investment Corporation Portfolio 52

Global Newswire by Notified: M&A

JUNE 25, 2025

Landsea Homes was honored as the Green Home Builder 2023 Builder of the Year, after being named the 2022 winner of the prestigious Builder of the Year award, presented by BUILDER magazine, in recognition of a historical year of transformation. Landsea Homes Corporation New Home Co.

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Corporation Acquisitions Investors Asset Management 40

FineMark

JANUARY 20, 2023

Hyman Minsky, American Economist (1919-1996) Hyman Minsky proposed theories linking market fragility and the normal economic cycle with speculative bubbles innate to financial markets. The bubble of cryptocurrency burst, resulting in economic losses of approximately $2 trillion.

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Economics Portfolio Equities Investors 52

FineMark

JULY 13, 2023

To quantify this precisely, 10 specific issues out of the S&P 500* have generated nearly 80% of the index’s returns thus far for 2023. As reported in the June 27, 2023, Wall Street Journal article entitled, “ U.S. Given the economic data, the Fed also had a more hawkish rate-tightening outlook than expected.

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S&P Bank Banking Investment 52

FineMark

JANUARY 17, 2024

On November 28, 2023, just five weeks shy of his hundredth birthday, the world said goodbye to famed investor Charlie Munger. Contributing to that growth were two significant happenings: America helped rebuild Europe and Japan, triggering economic benefits for our nation, and the largest generation in U.S. history was born.

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S&P Equities Valuation Investment 52