Three Investment Lessons From 2024

Published on January 7, 2025

Three interconnected lessons from 2024 help shape our 2025 outlook.

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Fourth Quarter 2024 Performance Commentary and Review

January 7, 2025
2024 was about as good as it gets in the equity markets – with the BGEP up 31% and the broader market as a whole posting double digit gains. Underneath the surface, we believe that there are three main drivers of the year’s solid returns. We discuss them below in our market review and outlook.

Nvidia Investors Look to Huang CES Speech to Spark Next Breakout

January 7, 2025
Nvidia Corp. investors have high hopes that Monday’s speech from CEO Jensen Huang will spark a fresh breakout in the chipmaker’s shares, which have plateaued since November after roaring higher for much of 2024.