Old Marley Was as Dead as a Doornail; Quality Is Not
“I will honor Christmas in my heart, and try to keep it all the year. I will live in the Past, the Present, and the Future.” These are the redemptive words of Ebenezer Scrooge in Charles Dickens’ A Christmas Carol. While intended as a pledge of personal reformation, they serve as surprisingly good advice for […]
Market Insight
This month’s market insight highlights how AI investment and resilient consumer spending continue to drive U.S. growth, even as valuations reach historic extremes and signs of labor-market softening emerge. We also examine the sharp underperformance of quality stocks and shifting signals from the Federal Reserve.
Get Our Insights
Hamilton Point’s proprietary newsletters address matters of macroeconomics, stock valuation and quality as well as expose Wall Street foibles. For more than 20 years, these insights have sought to educate our clients about what they own and why.