Michael O'Connor, Holdun, Author at Holdun
The Wealth Effect

The Wealth Effect

Market Recap Q1 2024   Despite uncertainty surrounding potential Fed rate cuts, economic strength and diminishing recession fears led to the best Q1 U.S. market performance since 2019, with the S&P 500 up 10.6%. The endless rate cuts that everyone assumed...
2023 Outlook

2023 Outlook

Introduction Ah yes, the mind-bendingly difficult task of predicting exactly what will happen in the year ahead has rolled around once more. Understandably, everyone is searching for that sense of conviction that comes with having a clear vision of the future....
Buyer Beware

Buyer Beware

Stock Market Surge In recent weeks, we have seen a considerable rally in the stock market. Lower-than-expected inflation prints have been well received, resulting in the largest one-day rally in over two and a half years. Some of this exuberance can be attributed to...
Maximum Destruction

Maximum Destruction

Q3 MARKET SUMMARY Markets closed the books on one of the steepest September declines in two decades as historically high inflation, rising interest rates and recession fears ripped through investor sentiment. Despite a 50% recovery rally in July, equity markets ended...