Donnelly Investments
Thomas Donnelly, JD, CFPInsights from Donnelly Investments.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 74 | Subscribers | Read | donnellyinvestments.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Bump in the Road
I often write about what is going well in the market and with the economy, contra the pseudo-economic doomerism many people peddle. I do this to counter some of the pernicious negativity bias that our brains are wired for, and over the long...
Party Like It’s 1999?
You may have seen in the news in recent days that the S&P 500 hit another new record high, breaking above 5,000 for the first time. This is a significant milestone, and given some of the commentary it has generated, including some unnecessa...
Five Themes for 2024
I hope you’ve all had a lovely holiday and a happy New Year. For this month’s commentary, I want to briefly recap recent market activity before exploring what I’m anticipating for the coming year, focusing on five key themes for 2024.
The Power of Patience
October was a challenging month for markets, and as typical, data now indicates many investors panicked and sold. In fact, individual investors sold more equities in October than any other month over the past two years. This is the same rea...
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