Hamilton Point Investment Advisors | Chapel Hill, NC

Market Overview

<p>This month&#8217;s market insight explores how 2025&#8217;s key themes have carried into the new year, with international stocks again outpacing the S&#038;P 500 and a weakening dollar driving strong gains in precious metals. We also examine the staggering capital expenditure projections from the five major hyperscalers, the continued underperformance of quality stocks, and the rising volatility sparked by a rapid pace of market-moving headlines.</p>


Market Insights

Related

Old Marley Was as Dead as a Doornail; Quality Is Not

You Can’t Always Get What You Want