Newsletters
March 1, 2026
March 2026 Newsletter
February was mixed. Foreign stocks soared while US stocks were relatively weak. Bonds gained as yields fell. The S&P500 and Nasdaq lost ground as large cap tech/growth leaders struggled. Once again, our portfolios generally outpaced benchmarks, building on a solid start to 2026.
We typically report recent results and related indicators but plan to focus this newsletter more on what we see in markets today as investors digest the events unfolding in Iran and the middle east.
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