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From The Helm
January 2026
After a turbulent start marked by tariff concerns following Liberation Day, 2025 delivered robust gains across financial markets.
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From The Helm
Are We In An AI Bubble?
AI is powering market gains, but are valuations too high? Our investment team explores the risks, realities, and long-term potential of this transformative trend.
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From The Helm
October 2025
In the third quarter, the combination of a resilient US economy and massive investments in all things related to artificial intelligence, supported by fiscal easing…
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From The Helm
April 2025
“There are decades where nothing happens; and there are weeks where decades happen.”
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From The Helm
January 2025
At Spinnaker, we believe that purchasing a portfolio of outstanding companies, whether individually or through a diversified ETF, at reasonable prices and holding them for…
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From The Helm
October 2024
While there were a few fireworks during the third quarter of 2024, equity markets remained in the upward trend that we have seen all year.…
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From The Helm
April 2024
First Quarter 2024 Market Review and Outlook: The first quarter of 2024 saw the S&P 500 rise 10.6% on a total return basis to an…
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From The Helm
January 2024
2023 Year-end Market Review and Outlook: Despite a bevy of negative economic data, the highest Federal Funds Rate since the early 1980s, a regional banking…
