Brady Report for June 2025

Dear Investors,

I am excited to share with you that I was elected as Vice President and program chair of the St. Louis CFA society. My goal is to bring in a number of exciting speakers and presenters for our members as well as anyone else who would like to attend an event. Check here for a list of events.

Please find our newsletter attached. Reach out with any questions or comments.

Sincerely,

Brady Ritchey
Chief Investment Officer

Brady Report for May 2025

Dear Investors,

Better late than never, here is a brief recap of May. Some tariff commentary and earnings updates. Overall, inflation readings are getting closer to 2%, there is optimism around a couple of rate cuts this year, and still potential we could see a recession in the back half of the year.

On top of that, we now have some interesting things happening in the middle east. Keep your seatbelts on.

Brady Ritchey
Chief Investment Officer

Brady Report for January 2025

Dear Investors,

Please find our attached report for January. 

During the month, we spent 12 days in Asia. What an amazing and enlightening experience. I was continually reminded of "faith or fear", especially as we crossed a suspension bridge.

For any readers who have never traveled outside of the U.S., I encourage you to do so. Not only for personal enjoyment, but you also gain a greater understanding and appreciation for other cultures and international business.

If you would like to discuss International travel or financial markets, please do not hesitate to reach out.

Sincerely,

Brady Ritchey
Chief Investment Officer

Brady Report for July 2024

Dear Investors,

Please find our attached newsletter for July.

August has brought considerable volatility. This may continue as the Federal Reserve will begin to adjust interest rates, central banks around the world adjust interest rates as well, currency relationships change and international investors adjust positions. 

Activity and unrest in the Middle East has yet to affect crude oil prices, but this could easily change. Nvidia will announce quarterly earnings later this month which should provide greater detail into corporate AI investments.

Brady Report for June 2024

Dear Investors,

Please find our attached newsletter. The stock market is beginning to get interesting as the tech trade begins to unwind. As we begin earnings season (a period in which companies report quarterly earnings), investors are able to obtain insights into the economy as well as various business sectors. 

As earnings and future guidance become available, typically before the market opens and after the market closes, stock prices adjust to this new information, sometimes creating large volatility in the respective stock price.

For example, we saw Five Below fall 25% this week after lowering its outlook and the CEO resigning.

Please reach out with any questions or comments. 

Sincerely,
Brady Ritchey
Chief Investment Officer

Brady Report for May 2024

Dear Investors,

Please find our attached newsletter for May. This edition is a little longer and addresses a few more topics. If there is anything you are interested in, please reach out and we will include it in an upcoming edition.

This is for informational purposes only and not to be considered investment advice. 

Sincerely,

Brady Ritchey
Chief Investment Officer

Brady Report for March 2024

Dear Investors,

Please find the attached report for March '24. 

The first quarter was great for stocks. The second quarter is off to a rocky start. What should you expect going forward? Our report offers some historical data on the subject. 

We are headed to Omaha, Nebraska again this year for the annual Berkshire Hathaway shareholders meeting and other investor events.

Sincerely,

Brady Ritchey

Chief Investment Officer

Brady Report for December 2023

Dear investors,

Please find our attached newsletter for December '23 and a summary of the year's events and market returns. 

As we move into the new year, all eyes will be on the Federal Reserve and when they will decide to begin cutting interest rates. There will continue to be a focus on inflation, consumer spending, employment and other economic factors.

The consumer is responsible for 70% of spending in the economy. Thus far, consumer spending has remained strong.

Will conflicts throughout the world present a shock to supply chains, oil or commodities? 

Artificial Intelligence has garnered investors attention. Will companies figure out how to monetize it? Will the stocks which shot straight up in '23 fall in the same way in '24? 

Stay tuned for month by month commentary. Please reach out with any comments or questions.

Brady Report for October 2023

Dear Investors and Friends,

October was not a good month for the stock market, however, November is off to a great start. Inflation appears under control resulting in optimism the Federal Reserve will discontinue rate increases. Economic indicators suggest the strength yet early indications point to lower holiday spending. 

Our monthly report is attached. Please reach out with any questions or commentary. We always enjoy catching up.

Sincerely,

Brady Ritchey
Chief Investment Officer


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