Newsletters
May 1, 2026
May 2026 Newsletter
April was impressive as major indexes posted their best monthly gain since COVID! I am tempted to call April out as a reminder of how dangerous it can be to sell into fear and how investors are served by staying invested and focusing long-term.
That said, April was an outlier (monthly gains or losses greater than 5% are rare) and although we were well served by our decision to buy into the March correction, this may be the wrong lesson to learn as we drift into summer with stocks at record highs.
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