Market Insights
Each quarter, CORDA publishes a newsletter with market commentary, portfolio updates, and insights from our investment team. Browse our full archive below.
Latest Newsletter
Crude Oil, New Fed, and World Cup; Summer 2026, Game On!
While the recent Federal Reserve meeting led by new Chair, Kevin Warsh, garnered significant media attention, some very impactful market developments over the last few months occurred beneath the surface in energy, monetary leadership, and productivity trends. We'll break down these key themes and what they mean for your portfolio.
Browse Our Archive
The Toll of ProsperityQ1 2026
All Things Are Ready, If Our Minds Be SoQ4 2025
Securing Your FutureQ3 2025
Owning Businesses for the Long RunQ2 2025
Jittery Sentiment Weighs InQ1 2025
Glass Half FullQ4 2024
RecalibrationsQ3 2024
A Narrow MarketQ2 2024
Timing is Everything and NothingQ1 2024
What Have We LearnedQ4 2023
The Magnificent 8 and Everything ElseQ3 2023
A Split MarketQ2 2023
Businesses, Not StocksQ1 2023
Uncertainty = OpportunityQ4 2022
What Can You Control?Q3 2022
Investing in a Topsy Turvy MarketQ2 2022
Imagine the PossibilitiesQ1 2022
An Ownership Mentality Through Thick & ThinQ4 2021
Should I Be Hedging?Q3 2021
Success is Where Preparation Meets OpportunityQ2 2021
The Psychology of InvestingQ1 2021
Back to the New NormalQ4 2020
A Value Buyer Recipe with Dividend Growth Sprinkled on TopQ3 2020
An Ownership MentalityQ2 2020
Quarter End Client LetterQ1 2020
A Value Buyer Searching for Dividend GrowthQ4 2019