Quadripoint Investment Management

04/08/2026

After a rough March, we are now thinking March Madness applies to not just basketball tournaments but also financial markets. When we experience a challenging month or quarter, it is helpful to shift perspective and expand the review out over the last year, 3, 5, and 10 years. And of course, financial markets are forward looking so perhaps even if news isn't great, less bad might be good enough, especially if extreme negative has been priced in. Here is our review of Q1 2026:

Quarterly Market Review Q1 2026 Market ReviewQ4 2025 Market ReviewQ3 2025 Market ReviewQ2 2025 Market ReviewQ1 2025 Market ReviewQ4 2024 Market ReviewQ3 2024 Market ReviewQ2 2024 Market ReviewQ1 2024 Market ReviewQ4 2023 Market ReviewQ3 2023 Market ReviewQ2 2023 Market ReviewQ1 2023 Market ReviewQ4....

01/10/2026

2025 is in the books. What to expect in 2026? Lather, rinse, repeat? We see a lot of the same themes playing out but will have some volatility along the way. Here is our latest quarterly review. Happy New Year!

Quarterly Market Review Q4 2025 Market ReviewQ3 2025 Market ReviewQ2 2025 Market ReviewQ1 2025 Market ReviewQ4 2024 Market ReviewQ3 2024 Market ReviewQ2 2024 Market ReviewQ1 2024 Market ReviewQ4 2023 Market ReviewQ3 2023 Market ReviewQ2 2023 Market ReviewQ1 2023 Market ReviewQ4 2022 Market ReviewQ3....

12/24/2025

We have so much to be thankful for, and our clients are at the top of that list.

The entire Quadripoint Investment Management team wishes you and yours a very happy holiday season.

10/06/2025

Q3 gave us a "basketball head fake" in that the seasonal headwinds of August and September didn’t materialize. Pretty nice quarter for the markets, and now we can turn our attention to the historically strong fourth quarter. October marks the beginning of one of the best three-month stretches for equities. Per LPL Research, since 1950, the S&P 500 has averaged a 4.2% gain from October through December, with positive returns in 80% of those periods. Hoping for no spooky days in October, something to be thankful for in November, and of course the Santa Claus rally to end the year.

Here is our Q3 Market Review:

Quarterly Market Review This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets.The report also illustrates the impact of globa...

07/12/2025

What an impressive comeback story from the April 8th lows! Though a volatile first half of the year, the broader market posted a 5.5% gain as of halftime for 2025. The big question is what will the second half provide? Per our research, since 1950, the S&P 500 has followed up a positive first-half return with an average second-half gain of 6.1%. Furthermore, when first-half gains were within the range of 5–10%, the index also posted average gains of 6.1% in the second half, with 86% of occurrences producing positive results. Here is our Q2 market review. As that saying goes, history doesn't always repeat itself, but it often rhymes.

Quarterly Market Review This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets.The report also illustrates the impact of globa...

06/25/2025

With the recent news of the Buss family selling their majorty ownerhsip of the LA Lakers, here is a cool stat we came across. Just another reminder that your best friends when it comes to investing are time and compounding. Also helps to have some Magic along the way.

05/26/2025

"Think of all your liberties and recall some gave all" - Billy Ray Cyrus
Today we honor our fallen heroes and pay tribute to all the men and women who made the ultimate sacrifice to defend our freedom. Quadripoint Investment Management and the financial markets will be closed today for Memorial Day.

04/17/2025

Challenging Q1 for US equities but diversification worked to some degree as bonds and international equities experienced positive returns. April is off to a tough start but we remain helpful that the "policy fog" lifts soon. Just need some clarity and compromise.

On that note, one of our team members had a dream this week that they shook President Xi's hand to reach a deal on tariffs. Too bad the alarm clock went off.

Here is our latest Q1 market review. Hard to predict the future but we will go out on a limb and say two Fridays in a row that the S&P 500 will not be in the red. Easy call to make since tomorrow is Good Friday and the US markets are closed in observance of the holiday.

Quarterly Market Review This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets.The report also illustrates the impact of globa...

01/08/2025

Back to back 20%+ gains in the S&P 500 was not on most people's bingo card. First time we have experienced that since 1997/98. Fun Fact, with last year's gain, we now have 22 years since 1950 the S&P 500 has had a gain of 20% or more versus 21 years when the index delivered a negative return for the year. While the new year might not bring as much joy to our portfolios as in 2024, we remain hopeful that with steady economic growth, a healthy labor market, and growing corporate profits, the ingredients are in place for another profitable year. Here is our latest quarterly market review.

Quarterly Market Review This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets.The report also illustrates the impact of globa...

12/24/2024

May all your bull markets be merry and bright. Warmest of holiday wishes from the Quadripoint Investment Management team.

10/21/2024

The late great Tom Petty would have turned 74 yesterday. As a tribute, we have a new special piece of art hanging at the office. One of the members on the team is not only a huge Petty fun but quotes many of Tom's lyrics when working with investors. "You never slow down, you never grow old", "The waiting is the hardest part", "Most things I worry about never happen anyway", "Even the losers get lucky sometimes" and of course when faced with volatility "Gonna stand my ground and I won't back down" are often used in client meetings. These are lyrics we can all apply to the investment world and other parts of our lives. I also think 1981 Tom Petty was 2024's Jerome Powell. Like Powell, Petty fought inflation by battling the records companies who wanted to increase album prices to $9.98. The album "Hard Promises" was almost known as "The 8.98 album".