Archive for April 2025
Caught between two shores: A lesson in market timing
Last week’s dramatic rebound in the U.S. stock market offered a powerful reminder that, in investing, trying to time the tides can leave you stranded. At Elevage Partners, we often say it’s not the storm that defines your journey — it’s your ability to stay the course. The market’s behavior over the past month perfectly…
Read MoreVolatility eases, but uncertainty lingers
After weeks of sharp market swings, last week offered a brief—if uneasy—pause. But beneath the surface, investor anxiety remains high—and much of it stems not from economic fundamentals, but from the widely noted pattern of abrupt and shifting U.S. policy decisions that are challenging the global economic order investors have relied on for decades. Markets…
Read MoreNowhere to hide: Markets roil as tariff turmoil escalates
Global investors were given little reprieve last week as markets swung wildly in response to geopolitical developments, inflation reports and mounting uncertainty around U.S. economic policy. From equities to bonds, the usual hedges failed to provide shelter — leaving investors grasping for stability in an environment increasingly shaped by policy unpredictability rather than fundamentals. Equities…
Read MoreBreak glass in case of emergency: What to do after a market shock
Last week’s sell-off will go down in history. In just two days, the S&P 500 dropped by nearly 10% and the Nasdaq fell more than 12%. It was a dramatic and sudden correction, reminiscent of Black Monday in 1987, the post-Lehman crash of 2008, and the market freefall triggered by the COVID-19 shutdowns in March…
Read MoreElevage Partners first quarter market commentary
Uncertainty Explains the Rocky Start for Financial Markets in 2025 U.S. stock markets posted gains early in the first quarter. The S&P 500 Index, a broad measure of market performance, even closed at a record high of 6,144 on Feb. 19. But then uncertainty came knocking. Concerns about an economic slowdown weakened consumer confidence. Sky…
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