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Month: July 2021

As Good As It Gets

Closing time, one last call for alcoholSo, finish your whiskey or beer Closing time, you don’t have to go homeBut you can’t stay here                               -Semisonic Paraphrasing Fed Chair William McChesney Martin, Jr. Bill StoneChief Investment Officer The second quarter of 2021 will likely mark the peak year-over-year growth rate on several measures, and markets have begun to reflect this reality. In addition, the Federal Reserve should start to remove stimulus later this year as the economy and job market heals. After the first quarter was a rout in favor of the more economically exposed value and dividend stocks, the second quarter was a more mixed picture with the growth stocks back on top of the heap (Chart 1). However, value and dividend stocks retained the crown for performance year-to-date Chart 1 Economic growth has likely

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