Previewing Clearwater Capital’s Outlook 2025

Previewing Clearwater Capital’s Outlook 2025

In 2024, the S&P 500 experienced a remarkable rise of over 23% and delivered a total return of 25%.  This was a year punctuated by 57 record highs, marking it as the fifth most prolific year for records since 1957, all without a single correction reaching 10%.  Central to this impressive performance were the "Magnificent Seven," a group of influential stocks that fueled roughly half of the gains.  Their leadership was propelled by investments and optimism surrounding artificial intelligence, which bolstered large-cap and growth stocks.

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The Bitcoin Boom and the "Trump Bump": What’s Behind the Surge?

The Bitcoin Boom and the "Trump Bump": What’s Behind the Surge?

Since Donald Trump’s re-election, Bitcoin has surged toward the $100,000 mark, fueled by optimism over a potentially more crypto-friendly regulatory landscape. Investors and pundits alike are dubbing this rally the “Trump Bump,” as expectations for pro-crypto policies under the new administration send waves of enthusiasm through the markets. 

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Private Client Letter | Special Post-Election Edition

Private Client Letter | Special Post-Election Edition

It has been two weeks since the national election and many of the inferences of a second Trump presidency are beginning to come into focus.  With Republicans about to take control of the White House, the Senate, and the House of Representatives we can expect sweeping changes to many important policies impacting the future trajectory of the economy.

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