FineMark

JANUARY 20, 2023

Surprisingly, both sides of the political aisle share common ground around this theme. The phenomenon is likely to play out over several years with various ramifications, including valuations. Specifically, we think a focus on fundamentals and valuation will be a stronger determining factor in generating greater risk-adjusted returns.

Economics 52

Economics Portfolio Equities Investors 52

FineMark

OCTOBER 17, 2023

As the quote from Warren Buffett above suggests, we share his view on the utility of short-term market forecasts. With the risk of a recession still looming, we remain defensive when considering market valuations and our outlook for a deteriorating macro view. With a current net worth of $115.7 We’re always happy to help!

S&P 52

S&P Investment Portfolio Corporation 52

FineMark

JANUARY 17, 2024

FIGURE 3 Source: Strategas Securities LLC Another key factor in future equity market performance is valuation. A common method for expressing the value of equities is the Price-to-Earnings (P/E) ratio, a stock valuation metric that compares a company’s share price to its earnings per share.

S&P 52

S&P Equities Valuation Investment 52

FineMark

JULY 13, 2023

While these technological developments are exciting, we believe some of the share re-rating that’s occurred could be overdone. Monetary Policy and Macro Reality In earlier letters, we shared our expectation that the Federal Reserve would stop hiking rates during the second quarter.

S&P 52

S&P Banking Bank Investment 52