Hefter Report
The Hefter Report – August 2024
US Equity markets have firmed significantly from the August 5th lows. Several macroeconomic trends have emerged and calmed the markets.
Read More >>The Hefter Report – May 2024
US equities remain in an upward trend and are still our favorite asset class for this environment. Interest rates remain stable and barring a geopolitical event we don’t see rates moving aggressively either up or down
Read More >>The Hefter Report – March 2024
Last year’s strong rally in the equity markets has continued into 2024. Insatiable interest in leading companies that support Artificial Intelligence (AI), data centers, software and database solutions have driven the equity indices to all-time highs.
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